Wealth Manager

·      Organise client meetings to discuss financial goals, risk tolerance and investment preferences.

·      Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.

·      Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.

·      Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.

·      Evaluate investment opportunities, considering factors like risk, return potential and liquidity.

·      Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.

·      Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.

·      Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.

·      Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving.

·      Participate in industry conferences and seminars to expand knowledge and network with potential clients.