Wealth Manager
Job Description Template

Job Overview 

Our Finance department is in search of a Wealth Manager to assist our clients in their financial ventures. You should be able to offer expert advice to clients on various financial products and services. You should also be able to analyze their past investments, as well as risk taking behaviors and suggest improvements accordingly. 

You should have an extensive knowledge of the finances, economics, and current developments in the industry. Besides, you should also develop effective wealth building and management strategies. Your familiarity with various investment management software will also prove to be beneficial.  

As a Wealth Manager, you should have excellent mathematical skills and the ability to maintain confidentiality of the client's financial history. In addition to this, you should possess strong negotiation skills. You should be able to build and maintain long-lasting business relationships with clients.  

Send in your application if you can fulfill the job responsibilities. We would like to hear from you.  

Responsibilities 

• Offering clients suggestions on various financial products and services 

• Assisting clients in the purchase and sale of stocks 

• Managing and monitoring investments on behalf of clients 

• Helping clients with tax and estate planning services 

• Analyzing clients' financial goals and assets allocation 

• Examining clients existing investment portfolios and suggesting improvements 

• Helping develop effective strategies to increase overall wealth 

• Managing assets and setting up investments for clients 

• Coordinating with other Financial Planners to meet client’s goals 

• Monitoring the performance of investments done by clients 

• Helping resolve any financial issues and other legal complications with investments  

Requirements 

• Bachelor’s degree in Finance, Accounting, Business Management, Economics, or a related field 

• A CFA or CPA certification is desirable 

• Minimum 5 years of experience as a Wealth Manager or a similar role in the Finance department 

• Complete knowledge of finance and economics 

• Familiarity with investment management software like ReconAdvantage and FinFolio 

• Proficiency in Microsoft Office tools particularly Excel 

• Excellent analytical and critical thinking skills 

• Good time management and organizational skills 

• Strong mathematical skills 

• Good communication and interpersonal skills 

• Ability to maintain confidentiality of any sensitive information 

• Impressive presentation and negotiation skills 

• Ability to offer improved customer experience