Wealth Manager at Fadac Resources

Job Responsibilities

• Achieve the assigned individual AUM target for the period.
• Advising clients on financial products and services
• Review clients' portfolio and plans regularly to determine whether life changes, economic
• Changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Managing Investment and Assets.
• Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
• Implement financial recommendations and assist with plan implementation.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with client’s financial plan.
• Monitor financial market trends to ensure that client’s plans are responsive.
• Devise debt liquidation plans that include payoff priorities and timelines.
• Analyze Financial information with client to learn about their financial goals, risk tolerance and current asset allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Ensure all regulatory compliance requirements are strictly observed and followed.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
• Optimize the use of technological tools to improve investment management process and operational efficiency.
• Act as a good ambassador of the organization through proper conduct always to portray the organization in good light.
• Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
• Develop a weekly strategic prospecting plan and share with the Head, Wealth Management
• Report all feedback from clients to the Head, Wealth Management.

Requirements

• Bachelor’s Degree in Business, Accounting, Marketing, or related fields
• Master’s Degree will be an added advantage.
• Professional qualification/membership from a reputable institution
• Minimum of three (3) years relevant working experience in a similar role within the asset management industry is highly desirable
• Strong business acumen to be able to recognize and interpret commercial opportunities.
• Strategic thinker and ability to analyze and solve problems quickly.
• Ability to influence various key stakeholders in referring and cross offering potential business opportunities for sustainable business growth.