Wealth Manager (50810053/001) at Robert Walters

• The ideal candidate will need to have discipline, sound academic ability, excellent communication skills, and the ability to work within their own personal and professional networks to build up a portfolio of clients who are confident to invest in the services provided.

Responsibilities of the role:

• Advise the company's clients on all aspects of offshore financial planning and wealth management.
• Adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, independent, and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives in the offshore markets.
• Develop and deliver the agreed business targets whilst remaining compliant and meeting clients' needs.
• Maintain an effective client base management system to provide excellence in customer service and quality holistic advice.

Key non-negotiable requirements:

• Bachelor of Commerce Honours.
• Must be a Certified Financial Planner.
• Offshore investment and wealth management experience.
• Wealth Managers who really want to get stuck into high net worth clients, and specialise in offshore space.
• Proven ability to deal with new and existing clients on a fee basis.
• A thorough understanding of wealth management practices and processes and the ability to communicate them clearly and effectively.
• Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions.
• Highly motivated, entrepreneurial, and target-driven individuals.