Job Summary
The Investment & Wealth Manager is responsible for providing personalized investment and wealth management solutions to clients. The role involves developing financial strategies, managing investment portfolios, identifying new business opportunities, and building long-term relationships with high-net-worth individuals, corporate clients, and institutional investors. The ideal candidate should possess strong analytical skills, excellent relationship management abilities, and a deep understanding of financial markets and investment products.
Key Responsibilities
Develop and implement customized investment and wealth management strategies for clients.
Build and maintain strong relationships with new and existing clients.
Conduct financial needs assessments and recommend suitable investment products.
Monitor investment portfolios and provide periodic performance reviews.
Research financial markets, economic trends, and investment opportunities.
Identify and acquire new clients through networking, referrals, and business development activities.
Ensure compliance with regulatory requirements and internal investment policies.
Prepare investment proposals, reports, and presentations for clients.
Collaborate with internal teams to deliver exceptional client service.
Stay updated on market developments and industry best practices.
Requirements
Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field.
Minimum of 3 - 5 years of experience in investment advisory, wealth management, asset management, or financial services.
Professional certifications such as CIS, CFA, ACA, ACCA, or CFP are an added advantage.
Strong understanding of investment products, financial markets, and portfolio management.
Proven ability to meet business development and revenue targets.
Excellent communication, negotiation, and presentation skills.
Strong analytical and problem-solving abilities.
Proficiency in Microsoft Office Suite and financial analysis tools.
Core Competencies
Investment Advisory
Wealth Planning
Portfolio Management
Financial Analysis
Relationship Management
Business Development
Risk Assessment
Negotiation Skills
Client Service Excellence
Strategic Thinking
Attention to Detail
Integrity and Professionalism
Key Performance Indicators (KPIs)
Achievement of investment and revenue targets.
Growth in assets under management (AUM).
Client acquisition and retention rate.
Portfolio performance against benchmarks.
Client satisfaction and relationship management.
Compliance with regulatory and internal policies.
Timely submission of investment reports and client reviews.