Invest Trust Asset Management Limited, a subsidiary of Commerce Alliance Holdings, seeks a proactive and outcome-focused Wealth Manager to contribute to the expansion and administration of our investment portfolio and client portfolio.
If you possess expertise in cultivating and maintaining relationships with affluent clients—and thrive in a results-driven environment—this opportunity aligns with your strengths and aspirations.
What You’ll Do:
Develop and secure relationships with affluent individuals and organizational clients possessing substantial financial assets to expand the client base.
Enhance the total volume of Assets Under Management (AUM) across our diverse investment offerings.
Deliver customized investment strategies spanning asset management, real estate investments, and digital solutions.
Develop and maintain enduring partnerships with clients while providing exceptional advisory services of the highest standard.
Generate new business opportunities by acquiring new clients, fostering long-term relationships to ensure retention, and expanding the existing portfolio to enhance revenue streams.
Success is characterized by consistently achieving and exceeding performance targets, driving measurable growth in key business metrics, and fostering a culture of innovation and collaboration. It involves demonstrating strong leadership in strategic planning, problem-solving, and decision-making while maintaining a customer-centric approach. Additionally, success entails building and mentoring high-performing teams, effectively managing resources, and adapting to evolving market conditions to sustain competitive advantage. Recognized contributions to organizational goals, along with a track record of delivering impactful results, further define success in this role.
Consistent growth in AUM
With a robust pipeline of pre-qualified investors, we are well-positioned to drive strategic growth initiatives and secure vital capital infusion.
Demonstrating an unwavering commitment to exceeding client expectations, we prioritize maintaining high retention rates and ensuring exceptional satisfaction levels.
Drive quantifiable revenue growth through strategic initiatives and measurable outcomes.
Who We’re Looking For
4–8 years of relevant experience in wealth management, asset management, or financial advisory is required.
Accomplished in cultivating and maintaining extensive connections with high-net-worth individuals (HNWI) or corporate entities.
Experienced professionals should possess a comprehensive knowledge of investment products and financial markets, demonstrating a deep grasp of their intricacies and dynamics.
Driven by a strong commercial focus and a dedication to fostering meaningful relationships, this role demands a proactive mindset to drive results.
Thrives in rapidly evolving, high-growth organizational settings, maintaining productivity and adaptability amid dynamic challenges.
Qualifications
BA/BSc/HND
Experience Required
4 - 6 years
