Wealth Manager

Deep understanding of the issues and challenges faced by Ultra High Net Worth individuals and wealthy families.
Responsible for identifying potential new clients and working with them to build up a relationship with the goal of managing their wealth.
Proactively advise and consult with the clients explaining the types of financial services available educating them about investment options and potential risks and recommending investments.
To expand the current client base and explore new products which are suitable for client needs.
To promote and market the companys services ensuring that the highest level of client service is provided at all times.
Evaluate financial tax plus credit needs of all customers.
Exceptional understanding of the full range of investment expertise in wealth management and related products services and processes.
Excellent knowledge of the various mutual funds investment classes and financial markets.
Expected to drive incremental profitable growth by leveraging existing relationships and building new ones consistently demonstrating a clear understanding of client issues and deployment of innovative solutions.
Upgrade on latest developments plus market trends to identify and service client needs.
Generating new and creative ideas for new product development to broaden the range of investment management services available to clients.
Responsible for strategic account acquisition and identification prioritizing and management of corporate relationships with strategic partners that have sufficient reach to provide business development results for the business.
Promoting Greenwich Asset Managements products and services offered to HNI &UHNI market.
Conducting comprehensive reviews to analyze financial data and provide recommendations for modifications based on clients risk tolerance goals objectives and individual preferences.
Any other duties as may be assigned.

• University Degree
• 7 years financial services experience 3 of which must be in a senior role in business development and relationship management
• A track record of strong analytical and decision-making skills
• Proficiency in use of MS Office packages.