Invest Trust Asset Management Limited, a subsidiary of Commerce Alliance Holdings, seeks a proactive Wealth Manager to enhance our team by contributing to the development and management of our investment portfolio and expanding our client base.
If you possess a proven ability to attract, cultivate, and sustain relationships with affluent clients—and thrive in a results-driven, high-impact environment—this position may be an ideal match.
What You’ll Do:
Establish and cultivate relationships with high-net-worth individuals (HNWI) and institutional clients, overseeing their seamless onboarding process to ensure compliance and satisfaction.
Expand our investment products’ Assets Under Management (AUM) through strategic growth initiatives and market opportunities.
Deliver customized investment strategies spanning asset management, real estate, and digital solutions.
Foster enduring client partnerships while providing exceptional advisory services of the highest caliber.
Generate revenue by acquiring new clients, maintaining existing relationships, and expanding portfolios through strategic initiatives.
Success is achieved when the individual consistently delivers high-quality work, meets deadlines, and exceeds performance expectations. Clear communication with team members and stakeholders ensures alignment with company goals, while proactive problem-solving and adaptability tackle challenges efficiently. By demonstrating leadership, fostering collaboration, and maintaining a strong work ethic, the role contributes meaningfully to organizational growth and innovation. Continuous learning and professional development further enhance skills, positioning the individual for long-term success within the company.
Consistent expansion in assets under management (AUM) is observed.
We maintain a robust pipeline of pre-screened, high-caliber investors actively seeking new opportunities.
Achieving and sustaining high levels of client retention and satisfaction stands as a critical priority, ensuring ongoing engagement and loyalty through consistently meeting and exceeding client expectations with outstanding service delivery.
Demonstrated ability to drive and sustain measurable revenue growth through strategic initiatives and performance optimization.
Who We’re Looking For
Seeking candidates with a solid track record of 4 to 8 years in wealth management, asset management, or financial advisory roles.
Established and extensive connections with high-net-worth individuals (HNWI) and corporate clients are essential.
Demonstrates a comprehensive grasp of investment products and financial markets, ensuring well-informed decision-making in all professional engagements.
Driven by commercial objectives, this role emphasizes strong relationship-building skills and a proactive approach to business challenges.
Skilled in thriving within a high-energy, rapidly expanding organization.
Qualifications
BA/BSc/HND
Experience Required
4 - 6 years
