Wealth Manager

Job Description :

• To contribute to the achievement of the financial targets and business composition goals of the firm
• Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.
• Adopt efficient pricing and cost-control measures to ensure profitable client relationships.
• Undertake initiatives to drive increase in shared of wallet of existing relationships.
• Support marketing initiatives e.g. special campaigns, events, presentations etc.

• Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct and service in the delivery of the proposition.
• Achieve good client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability and disclosure guidelines.
• Minimize instances of client complaints and ensure that complaints are resolved within defined turnaround times.
• Obtain and apply client insights to aid the enhancement of client experience and to improve the service delivery model.

• Comply with regulations and internal policies and procedures to ensure that the firm achieves the desired assurance, audit and regulatory review and rating.
• Contribute to systemization and platform strengthening to achieve scale and sustainability.
• Maintain the confidentiality of sensitive information.
• Manage financial, regulatory, and reputational risk for the firm and its clients prudently.

• Foster teamwork and collaboration at all levels of the organization
• Spend time on knowledge enhancing initiatives and secure mandatory certifications and licenses, wherever applicable adhere to the personal development plan.