Wealth Manager at Proten

DESCRIPTION:

The primary objective of this role is to develop quality business relationships with the organization’s clients to ensure optimum client acquisition, retention, and income generation from sale of company’s investment products. Working as a consultant to clients at all levels including HNIs and UHNIs, the Relationship Manager uses their financial expertise to provide financial advice to clients while working to improve the company’s competitive advantage within her operating environment.

KEY RESPONSIBILITIES:

• Relationship Management
• 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 indicates 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.

KEY SKILLS AND ABILITIES:

• Strong writing and communication skills
• Strong relationship Management
• Good presentation skills
• Ability to influence and persuade clients.
• Good time management and organizational ability
• Ability to multitask and meet targets and deadlines constantly.
• Oral Communication with internal and external stakeholders
• Building cordial relationship with internal and external stakeholders
• High service orientation
• Knowledge of the job and the financial service industry
• Proficiency in Microsoft Office Suites
• Attention to details
• Business support Acumen
• Ability to network with High Net-worth Individuals.
• Entrepreneurial and ownership mindset

Qualifications

• 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 financial services industry
• 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.
• Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace.
• Must work within the Assets Management Industry