Wealth Manager at Prospera Finance

Job Summary

• We are seeking an experienced and motivated Wealth Manager to join our team.
• The ideal candidate will be responsible for managing high-value client portfolios, acquiring new clients, offering financial advisory, and driving revenue growth.
• This role requires strong financial knowledge, excellent client relationship skills, and the ability to deliver measurable results.

Key Responsibilities

• Acquire, manage, and grow a portfolio of high-net-worth clients.
• Provide tailored financial advisory and investment recommendations.
• Analyze clients’ financial goals and develop personalized wealth plans.
• Cross-sell financial products and services to drive portfolio growth.
• Monitor market trends, investment risks, and portfolio performance.
• Prepare and present financial reports and investment proposals.
• Build long-term trusted relationships with clients through regular engagements.
• Meet and exceed monthly and quarterly financial targets.
• Collaborate with internal teams to ensure smooth service delivery.
• Maintain confidentiality and comply with all regulatory and company requirements.

Requirements

• Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 5 years experience in wealth management, investment banking, or financial advisory.
• Proven track record of achieving financial and portfolio targets.
• Strong understanding of investment products, financial markets, and risk management.
• Excellent communication, negotiation, and interpersonal skills.
• Analytical mindset with strong decision-making abilities.
• High level of professionalism, integrity, and client service orientation.

Preferred Skills:

• Certifications such as CFA, ACCA, ICAN, or related financial certifications (added advantage).
• Experience working with high-value clients and corporate executives.
• Strong networking ability and industry connections.