Our Wealth Managers are committed to providing our clients with a first-class experience. You will assess the client needs and objectives and be confident in creating a bespoke financial plan for the clients. This will involve your recommendations on savings, insurance and wealth management issues, and advice on appropriate products from a range of top global financial institutions. As a Wealth Manager you will be expected to:

• Pride yourself on your track record of achieving and exceeding new business targets in the financial services sector.
• Have excellent communication and analytical skills ensuring you:

 Listen to the client
 Competently assess the client’s current position
 Clearly present your recommendations in a way that builds a client understand and trust in our services

•  Thrive in a challenging role using your drive and determination to personally succeed.
•  Use your experience, maturity and wisdom to ensure client commitment and lasting relationships.
•  As a Wealth Manager, you will be expected to make a fully engaged contribution to the vision of the business.