Invest Trust Asset Management Limited, a subsidiary of Commerce Alliance Holdings, seeks a dynamic Wealth Manager to strengthen our team by contributing to the development and oversight of our investment portfolio and expanding our client relationships.
This position may be a great fit if you excel at cultivating, sustaining, and expanding connections with affluent clients while thriving in an environment driven by measurable outcomes and meaningful contributions.
What You’ll Do:
Responsibilities include cultivating relationships with high-net-worth individuals (HNWI) and institutional clients, facilitating their acquisition and seamless onboarding into the firm’s services.
Expand the overall value of assets under management (AUM) for our diverse range of investment offerings.
Craft customized investment strategies spanning asset management, real estate, and digital asset classes to meet unique client objectives.
Cultivate enduring partnerships with clients while providing expert advisory services of the highest caliber.
Achieve revenue targets by expanding the client base, enhancing client retention rates, and growing portfolio value.
Success will be demonstrated through the achievement of key milestones, including the attainment of measurable performance targets, the timely completion of projects within budget, and the delivery of high-quality results that meet or exceed stakeholder expectations. Additionally, the role requires fostering a collaborative work environment, driving continuous improvement initiatives, and ensuring compliance with organizational policies and regulations. Strong leadership, effective communication skills, and the ability to adapt to changing priorities are essential for thriving in this position.
We are experiencing steady and sustained expansion in our Assets Under Management (AUM), reflecting robust market demand and strategic investment decisions.
A robust and steadily growing network of pre-qualified investors.
Achieving and sustaining high levels of client retention and satisfaction represents a key objective for this role.
Drive revenue expansion through quantifiable achievements and tangible outcomes.
Who We’re Looking For
With a minimum of four to eight years of professional experience in wealth management, asset management, or financial advisory, you will bring a seasoned perspective to this role.
We have cultivated robust relationships with high-net-worth individuals (HNWI) and corporate entities, ensuring a steady pipeline of elite clientele.
Proficient in investment products and financial markets, with a comprehensive grasp of their structures, functions, and interrelationships.
Driven by commercial success, this role prioritizes relationship-building and proactive initiative, demonstrating a strong alignment with business objectives while fostering meaningful connections.
Enjoys thriving in dynamic, high-growth company settings with a rapid pace of development.
Qualifications
BA/BSc/HND
Experience Required
4 - 6 years
