Introduction
A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep understanding of investment and wealth management, investment strategies, offshore and local structuring, and financial planning, coupled with superb interpersonal and communication skills. This is more a “farmer” than a “hunter” role, as the focus is on managing the existing portfolio of clients and not on seeking new clients. The incumbent would also manage two junior team members.
Duties & Responsibilities
The successful incumbent will amongst others be responsible for:
- Client Relationship Management
- Collaboration with Tax Advisors, Fiduciary Specialists, and Other External Providers
- Performance Reporting
- Task Management for Onshore and Offshore Structuring
- Market Research and Analysis
- Digesting Market Research and Analysis
Desired Experience & Qualification
- B.Com, BBusSci or related degree
- CFA Charter holder (strongly preferred) / Certified Financial Planner (CFP)
- FAIS Compliant
- Proven experience as a Wealth and Investment Manager with a focus on HNW clients
- In-depth knowledge of financial markets, investment products, structuring and wealth management strategies
- Strong analytical and quantitative skills
- Excellent communication and interpersonal skills
- Compliance-oriented mindset and adherence to regulatory guidelines
Package & Remuneration
Competitive remuneration package + Incentives
#J-18808-Ljbffr
