Invest Trust Asset Management Limited, a subsidiary of Commerce Alliance Holdings, seeks a motivated Wealth Manager to contribute to our growth by overseeing and expanding our investment portfolio and client base.
If you possess expertise in cultivating and nurturing connections with affluent clients while driving measurable results and meaningful outcomes, this position may align with your aspirations.
What You’ll Do:
Identify and establish relationships with high-net-worth individuals as well as institutional clients, facilitating their seamless onboarding process.
Expand and enhance the total value of Assets Under Management (AUM) across our diverse range of investment products.
Deliver customized investment strategies spanning asset management, real estate, and digital solutions.
Develop and sustain enduring client partnerships while providing exceptional advisory services of the highest caliber.
Generate qualified leads, foster client relationships, and expand existing portfolios to maximize revenue streams.
Success is defined by driving significant revenue growth, enhancing customer satisfaction, and fostering a high-performing team that consistently meets or exceeds targets. You will collaborate with cross-functional departments to align sales strategies with market opportunities, ensuring seamless execution of initiatives. Additionally, you will analyze performance metrics to identify trends, optimize processes, and mitigate risks, while also developing and mentoring team members to reach their full potential. Strong leadership, strategic thinking, and a results-driven mindset are essential to achieve these objectives.
We are experiencing steady expansion in our Assets Under Management (AUM), reflecting our commitment to delivering strong investment performance and client trust.
Established a robust pipeline consisting of pre-qualified investors actively seeking opportunities within the sector.
Achieving and sustaining high levels of client retention and satisfaction remains a core objective, requiring consistent delivery of exceptional service and responsiveness to client needs. This entails fostering long-term relationships through proactive communication, addressing concerns promptly, and exceeding expectations whenever possible. Success in this area is measured not only by retention metrics but also by feedback and loyalty indicators, ensuring clients feel valued and supported throughout their engagement.
Drove measurable revenue growth through strategic initiatives and targeted activities.
Who We’re Looking For
Seeking candidates with a minimum of four to eight years of hands-on experience in wealth management, asset management, or financial advisory roles.
We maintain an extensive network of high-net-worth individuals and corporate clients, ensuring robust business relationships and opportunities for growth.
Proficient knowledge of investment products and financial markets is required.
Commercially astute, relationship-oriented, and exceptionally proactive, this individual drives business growth through strategic initiatives and fosters strong, enduring partnerships to deliver measurable value.
Relishes the ability to thrive amidst dynamic, rapidly expanding organizational settings, demonstrating adaptability and resilience in fast-paced, high-growth environments.
Qualifications
BA/BSc/HND
Experience Required
4 - 6 years
