Private wealth manager

Duties and Responsibilities Client Acquisition & Business Development Identify and engage prospective clients through networking, referrals, and approved marketing initiatives. Build and maintain a pipeline of qualified prospects. Conduct discovery meetings to understand client needs and financial objectives. Convert opportunities into long-term client relationships. Financial Planning & Advisory Analyse clients' financial situations and develop personalised wealth management strategies. Recommend suitable investment, retirement, estate, and protection solutions. Provide ongoing financial guidance aligned with clients' evolving objectives and risk tolerance. Client Relationship Management Maintain regular contact with clients and conduct periodic portfolio reviews. Provide updates on market developments, investment opportunities, and legislative changes. Deliver a proactive and personalised service experience. Compliance & Administration Ensure all client documentation is completed acc...