Wealth Manager needed at TeamAce Limited

Job Summary:

We seek a dynamic and experienced wealth manager to join our esteemed financial team.

As a wealth manager, you will guide and support our clients in achieving their financial objectives. Your primary responsibility will include developing financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management.

Responsibilities:

• Organize client meetings to discuss financial goals, risk tolerance and investment preferences.
• Develop wealth management strategies, including investment planning, portfolio allocation and retirement planning.
• Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and making adjustments.
• Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
• Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients’ objectives.

Job Requirements:

• BSC/HND in finance, economics, business administration or a related field.
• Minimum of 7 experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
• Understanding of financial markets, investment products, and wealth management principles.
• Relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent.