Wealth Manager at ISCHUS

Job Summary

• The Wealth Manager’s role involves being able to develop a comprehensive strategy that considers all aspects of a client’s finances to meet the client’s and company’s financial targets.
• The role involves managing relationships with clients, offering financial advice to high-net-worth clients, conducting financial planning and assisting in preserving and generating wealth.

Responsibilities
Other responsibilities include:

• Offering financial advice to high-net-worth clients
• Creating and implementing investment strategies that align with the clients’ objectives.
• Managing client’s portfolios and making adjustments as needed to meet an investment goal.
• Staying current with industry trends, market conditions, and regulatory changes to ensure clients’ portfolios are secure and performing optimally.
• Communicating regularly with clients to provide updates on their portfolios and discussing any changes in investment strategy.
• Identifying new business opportunities and developing strategies to expand the firm’s client base.

The Ideal Candidate Must

• Possess a Bachelor's Degree in a Business-related field.
• A Master’s Degree will be an added advantage.
• Certification and Knowledge of Asset Management
• Minimum of 5 years’ wealth management experience
• Exceptional Stakeholder Management capabilities.