Wealth Manager at Express Resource Connect

Job Title: Wealth Manager

Description 

• Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients
• Interpret client needs, risk appetite and financial objectives
• Advise clients on wealth management solutions and products that are tailored to clients’ needs and objectives
• Analyze existing securities and portfolios and supplement findings with research about possible investments.
• Analyse portfolio to grow the wealth of clients
• Guide portfolio construction strategies tailored to clients’ needs
• Oversee positioning of investment solutions delivered to clients
• Establish relationships with product specialists and other stakeholders to customize investment product solutions for clients
• Monitor client assets and investments on a regular basis to review performance and make adjustments accordingly.
• Provide tax planning and estate planning services Review pitch books and client presentations corresponding to investment products, legal, trust and other documents
• Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis
• Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents
• Enhance clients’ experience by providing timely information and advice to address their financial needs
• Handle High Net Worth clients by monitoring financing plans, coordinating and resolving conflicts and managing expectations of involved parties
• Develop long term relationships with clients by maintaining ongoing communication

Key Performance Indicators

• Investment management fee/Client Asset Under Management
• Total Asset under management
• Asset under management per client
• Average revenue per client
• % of revenue from new and existing clients
• Total number of clients
• Return on investments
• Client Retention Rare
• Net promoter score
• Customer satisfaction rate

Key Requirements

• BSc / BA in Business Administration or similar field
• Minimum 5 years’ experience in a similar wealth management role
• Experience in sales

Skills and Competencies:

• Ability to build and maintain client and business relationships.
• Excellent knowledge of wealth management
• Excellent communication and interpersonal skills
• Leadership and team management skills.
• Account management expertise.
• Customer management and negotiation skills
• Ability to recognize and exploit business opportunities
• Strong Analytical skills
• Good conflict resolution and problem- solving skills
• High level of communication and interpersonal skills.
• Proficiency in Microsoft Office.
• Strong presentation skills

Application Instructions:

The application deadline is 30th April, 2025. Therefore, Qualified and interested candidates can: “CLICK HERE TO SUBMIT APPLICATION”. It is important to visit the official website (link found below) for detailed information on how to apply successfully for this vacancy.

Website:
Official Job Website:  https://express-resource.com/