Senior Manager - Wealth Management (Advisory)

Client Overview:

Our client is a leading financial services firm that focuses on providing investment advisory and wealth management solutions. They are committed to delivering customized financial strategies tailored to the unique needs and goals of their clients. With a strong emphasis on transparency, professionalism, and long-term success, they offer services in portfolio management, retirement planning, and tax-efficient investment strategies. The company is known for fostering lasting client relationships and providing expert guidance to grow wealth in a dynamic market.

Role:

The Senior Manager - Wealth Management (Advisory) is responsible for guiding daily activities across four key pillars that contribute to the organizations success.

Ideal Candidate:

• A Masters degree in Business Administration (Finance or related fields) is preferred.
• Candidates should have at least 2 years of relevant experience and be pursuing or have completed the CFP or NISM Investment Advisory-A & B exams.

Responsibilities:

• Monitor the performance of invested funds.
• Attend fund manager meetings and integrate internal research with external insights.
• Develop financial plans and deliver presentations to clients as required.
• Collaborate with team leaders to collect necessary data.
• Maintain and update client data, revising plans when significant changes occur.
• Obtain required documentation from clients or team leaders during onboarding.
• Conduct purchase cost analyses upon request.
• Meet regularly with clients to address inquiries and resolve issues.

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