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.
  • You have relevant industry qualifications and experience within a wealth management or insurance intermediary practice
  • You have a FINMA number
  • You have an MBA
  • You embrace a concentration in financial planning (analysing a client’s current position and the options available to them to meet their financial goals) and client relationship development
  • Prospecting Skills
  • Motivation for Sales
  • Selling to Customer Needs
  • Client Relationships
  • Product Knowledge
  • General Math Skills
  • Organisation, Dependability
  • Statistical Analysis
Please upload your CV in PDF format.
Please upload your Cover Letter in PDF format.