Job Description
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...