Wealth Manager at Inguest Global Partners Limited

Key Responsibilities

• Develop and implement business development strategies to drive revenue growth and market expansion.
• Identify and originate new business opportunities across institutional, corporate, and retail segments.
• Build and maintain strong relationships with clients, investors, partners, and key stakeholders.
• Drive client acquisition, retention, and portfolio growth initiatives.
• Promote the organisation’s investment and asset management products and services.
• Conduct market research and competitive analysis to identify emerging opportunities.
• Collaborate with internal teams to develop tailored financial and investment solutions for clients.
• Represent the organisation at business meetings, industry events, and networking engagements.
• Prepare business development reports, forecasts, and performance updates for management.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, Marketing, or a related discipline.
• Minimum of 3 years’ relevant experience in business development, marketing, relationship management, or sales within the financial services industry.
• Strong knowledge of asset management, investment products, and financial markets.
• Professional qualifications such as CIS, ACA, CFA, ICAN,MBA, or related certifications will be an added advantage.
• Must have prior experience as anInvestment and Wealth Manager
• Proven ability to meet business growth and revenue targets.
• Very strong industry network and client relationship management capabilities.
• Excellent communication, negotiation, and presentation skills.

Key Competencies:

• Strategic business development
• Strong networking and relationship management
• Revenue generation and execution capability
• Market intelligence and opportunity identification
• Strong commercial and financial acumen
• Results-oriented mindset
• The successful candidate will drive client portfolio growth, cultivate strong client relationships, and deliver tailored wealth management solutions that support the organisation’s strategic objectives and long-term business growth.