HNW Wealth Manager

Key Responsibilities:

• Conduct financial need analysis, recommend tailored solutions for wealth accumulation, protection, and legacy planning
• Review client portfolios regularly, stay updated on market trends, and adjust strategies as needed
• Identify and target new affluent clients across diverse wealth segments
• Work with financial advisors and other teams to deliver cohesive wealth management solutions
• Analyze market trends, competitor strategies, and customer segments to inform decisions

Requirements:

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Good comprehension of financial markets
• Ability to work well under pressure and meet deadlines
• Bachelor's degree, Local Polytechnic Diploma