WEALTH MANAGER
Job Summary
The Wealth Manager will be responsible for client services, business development, and investment strategies. The role involves managing financial portfolios for both individuals and corporations, as well as providing analysis on investment decisions. Additionally, the position focuses on developing customized estate and wealth-transfer plans in compliance with regulatory standards.
Responsibilities
- Manage individual and corporate financial portfolios
- Develop business strategies and conduct client presentations
- Perform investment analysis and market research
- Design and implement estate and wealth-transfer plans
Required Skills
- Client relationship management
- Investment strategy and market analysis
- Financial and estate planning knowledge
- Strategic business development
Job Details
Position of WEALTH MANAGER
1. Client Services / Sales & Business Development
- Receive training and exposure in client servicing role – individual & corporations (B2B & B2C)
- Set performance goals and objectives with upper management
- Travel to different offices/locations
- Observe experienced workers to acquire knowledge of procedures, and standards required for relevant duties
- Participate in meetings, seminars, and other learning opportunities
- Review individual’s financial portfolio and provide financial solutions
- Review and analyze corporate strategies
- Manage presentations on individual basis, and corporate basis
- Business development strategies for both individual & corporate
2. Investment Operations
- Understand the investment market/economic outlook
- Receive training on the various investment strategies and tools
- Review investment trends, and market ratios
- Provide analysis on investment decisions
3. Legal & Estate Planning
- Conduct client interviews to assess assets, family dynamics, tax situation and goals
- Develop customized estate plans (wills, revocable/irrevocable trusts, life insurance trusts, charitable vehicles)
- Coordinate with tax, legal and financial professionals to optimize estate, gift and inheritance tax outcomes
- Recommend and implement wealth-transfer strategies (lifetime gifting, trust funding, marital trusts, generation-skipping)
- Advise on succession planning for business owners, including buy-sell agreements and family governance
- Maintain accurate client records and ensure confidentiality and regulatory compliance