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  • Posted: Jun 27, 2024
    Deadline: Not specified
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    At TeamAce, we help businesses across different industries thrive. We work with businesses to create their desired change by getting the right people, designing bespoke business processes, leveraging data, applying insights and technology. We combine our expertise and take different bespoke approaches to solve different business challenges because we believe...
    Read more about this company


    Wealth Manager

    Job Summary:

    We seek a dynamic and experienced wealth manager to join our esteemed financial team.

    As a wealth manager, you will guide and support our clients in achieving their financial objectives. Your primary responsibility will include developing financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management.


    • Organize client meetings to discuss financial goals, risk tolerance and investment preferences.
    • Develop wealth management strategies, including investment planning, portfolio allocation and retirement planning.
    • Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
    • Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
    • Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
    • Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
    • Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.

    Job Requirements:

    • BSC/HND in finance, economics, business administration or a related field.
    • Minimum of 7 experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
    • Understanding of financial markets, investment products, and wealth management principles.
    • Relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent.

    Method of Application

    Interested and qualified? Go to TeamAce Limited on to apply

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