Invest Trust Asset Management Limited, a subsidiary of Commerce Alliance Holdings, seeks an accomplished Wealth Manager to strengthen our team by actively contributing to the development and oversight of our investment portfolio and expanding our client base.
If you possess the ability to identify, nurture, and expand connections with affluent clients—and you thrive in an environment driven by measurable outcomes and meaningful results—this position may align with your aspirations.
What You’ll Do:
Solicit and integrate high-net-worth individuals (HNWI) and institutional clients into the portfolio, ensuring a seamless transition and alignment with strategic objectives.
Expand the total value of assets under management (AUM) for our diverse suite of investment offerings.
Deliver customized investment strategies encompassing asset management, real estate, and digital solutions to meet diverse client needs.
Develop and nurture enduring client partnerships while providing exceptional advisory services of the highest caliber.
Generate and expand client relationships to enhance revenue streams by acquiring new clients, maintaining existing ones, and strategically growing portfolios.
Success is defined by achieving measurable outcomes that align with organizational goals, including exceeding sales targets by 15% or more, enhancing customer satisfaction scores by 20% or higher, and leading cross-functional teams to deliver projects on time and within budget. It involves consistently demonstrating leadership in driving strategic initiatives, fostering innovation, and maintaining a high-performance culture. Additionally, success is reflected in the ability to mentor and develop talent, streamline operational processes, and contribute to the long-term growth and profitability of the organization.
Consistently expanding assets under management (AUM) over a sustained period.
Proven track record in cultivating and maintaining a robust pipeline of vetted investors, ensuring consistent opportunities for strategic partnerships and capital infusion. Demonstrated ability to identify, engage, and qualify high-potential investors aligned with organizational objectives and growth strategies.
Consistently achieving high client retention and satisfaction rates remains a top priority. This role emphasizes the importance of fostering strong client relationships through responsive communication, tailored solutions, and proactive support. By prioritizing client needs and delivering consistent value, the position ensures long-term partnerships and positive feedback. Strong interpersonal skills, adaptability, and a customer-centric mindset are essential to meet and exceed client expectations in this capacity.
Demonstrated ability to drive and sustain revenue expansion through measurable outcomes and strategic initiatives.
Who We’re Looking For
Seasoned professionals with a proven track record spanning four to eight years in wealth management, asset management, or financial advisory roles are encouraged to apply.
We maintain a robust network comprising high-net-worth individuals (HNWI) and corporate entities, fostering long-standing client relationships to drive business growth and deliver tailored financial solutions.
Demonstrates a comprehensive grasp of investment products and financial markets, including equities, fixed income, derivatives, and alternative investments, along with a deep knowledge of market dynamics, trends, and regulatory frameworks.
Commercially astute, relationship-oriented, and exceptionally proactive in driving business outcomes.
Thrive in a dynamic, high-growth setting with rapid evolution and expanding opportunities.
Qualifications
BA/BSc/HND
Experience Required
4 - 6 years
