Purpose Statement
We are seeking a dynamic and highly motivated Wealth Manager to join our team at CredPal. The Wealth Manager will be responsible for providing financial guidance to clients, managing investment portfolios, and offering tailored wealth management solutions. Your expertise will help our clients achieve their financial goals while contributing to the growth of CredPal’s wealth management.
Responsibilities
Build and maintain relationships with high-net-worth individuals and institutional clients to provide tailored financial and investment solutions.
Analyze client needs and develop customized wealth management strategies that align with their financial objectives.
Manage client investment portfolios, monitor performance, and recommend adjustments based on market conditions.
Identify and pursue opportunities to cross-sell CredPal’s financial products and services, including investment, credit, and other solutions.
Conduct regular financial reviews with clients to track progress and ensure their goals are being met.
Stay updated on financial market trends, investment products, and economic developments to provide informed advice to clients.
Ensure compliance with all financial regulations and company policies when advising clients and managing investments.
Collaborate with internal teams, including sales, marketing, and investment analysts, to deliver comprehensive wealth solutions.
Prepare detailed reports and presentations for clients, showcasing portfolio performance and financial planning updates.
Attend industry events, seminars, and conferences to build networks and enhance the visibility of CredPal’s wealth management services.
Requirements
Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
Proven experience in wealth management, investment banking, or financial advisory roles.
Strong knowledge of financial markets, investment products, and portfolio management strategies.
Excellent interpersonal and communication skills to build trust and foster relationships with clients.
Ability to analyze financial data and develop effective investment strategies.
Demonstrated success in achieving financial targets and growing client portfolios.
Strong organizational and time management skills to handle multiple client accounts effectively.
Proficiency in financial software and tools for portfolio tracking and analysis.
Self-motivated and results-oriented with a passion for helping clients achieve their financial goals.
Apply via :
credpal.zohorecruit.com