Senior Wealth And Investment Manager Competitive Remuneration Package Plus Incentives

Introduction: 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:

1. Client Relationship Management
2. Collaboration with Tax Advisors, Fiduciary Specialists, and Other External Providers
3. Performance Reporting
4. Task Management for Onshore and Offshore Structuring
5. Market Research and Analysis
6. Digesting Market Research and Analysis

Desired Experience & Qualification

1. B, BBusSci or related degree
2. CFA Charter holder (strongly preferred) / Certified Financial Planner (CFP)
3. FAIS Compliant
4. Proven experience as a Wealth and Investment Manager with a focus on HNW clients
5. In-depth knowledge of financial markets, investment products, structuring and wealth management strategies
6. Strong analytical and quantitative skills
7. Excellent communication and interpersonal skills
8. Compliance-oriented mindset and adherence to regulatory guidelines

Package & Remuneration

Competitive remuneration package + Incentives