Wealth Manager

Core Functions:

• Provide portfolio management and advisory services to High Net Worth (HNW) and large
• Corporate clientele, achieve set goals and targets for growth of client base and portfolio value.

Education/Experience:

• Bachelors Degree in a relevant discipline
• At least three years experience in a similar position
• Certificate and/or additional training in Sales and Portfolio Management.

Specialized Skills, Techniques/Learned Disciplines:

• Sound understanding of financial sector instruments and the regulatory environment
• Sound understanding of credit
• Strong selling & negotiating skills
• Strong customer service skills
• Excellent public speaking and communication skills
• Ability to work independently as well as in a team environment
• Ability to understand and deal with HNW customers individual needs and requirements
• High level of professionalism and ethical standards
• Strong inter-personal skills
• High level of enthusiasm
• Sound knowledge of computer software packages including word processing and spreadsheet applications

Special Conditions Associated With the Job:

• Normal office environment
• Frequent work outside of normal business hours and occasionally on weekends