Wealth Manager
Salary $90,000 – $110,000 KYD
We are seeking a highly skilled and experienced Wealth Manager to join our team and provide exceptional portfolio management and advisory services to High Net Worth (HNW) and large Corporate clientele. The successful candidate will be responsible for achieving set goals and targets for the growth of the client base and portfolio value.
Responsibilities:

• Provide portfolio management and advisory services to HNW and large Corporate clientele
• Develop and implement strategies to achieve growth targets and increase the client base
• Conduct thorough analysis of financial sector instruments and stay updated with the regulatory environment
• Demonstrate a sound understanding of credit and apply it effectively in portfolio management
• Utilize strong selling and negotiating skills to attract new clients and secure investment opportunities
• Deliver excellent customer service, understanding and addressing the individual needs and requirements of HNW customers
• Work independently as well as collaboratively in a team environment to meet client expectations
• Maintain a high level of professionalism and adhere to ethical standards
• Communicate effectively through public speaking and other communication channels
• Stay informed about market trends and provide timely updates to clients
• Utilize computer software packages for word processing, spreadsheet applications, and other relevant tools

Requirements:

• Bachelor’s Degree in a relevant discipline
• Minimum of three years’ experience in a similar position
• Certificate and/or additional training in Sales and Portfolio Management
• Strong understanding of financial sector instruments and the regulatory environment
• Proven knowledge of credit and its application in portfolio management
• Exceptional selling and negotiating skills
• Excellent customer service skills
• Effective public speaking and communication skills
• Ability to work independently and collaboratively in a team environment
• Strong interpersonal skills
• High level of enthusiasm and dedication
• Proficiency in computer software packages including word processing and spreadsheet applications

If you are a highly motivated and skilled Portfolio Manager with a passion for delivering outstanding results, we encourage you to apply. Join our team to make a significant impact on the growth and success of our clients’ portfolios. Please submit your CV to david@invenio-global.com