Senior Wealth Manager

About the role

The Senior Wealth Manager is responsible for overseeing complex client relationships and designing comprehensive wealth management strategies that align with long‑term financial objectives, preserve wealth, grow portfolios, and manage risk.

Key responsibilities

• Conduct detailed client consultations to understand financial goals, liquidity needs, risk tolerance, and time horizons.
• Develop personalized wealth management strategies, including investment allocation, diversification, and financial planning.
• Review and monitor client portfolios, evaluate performance, analyse market developments, and recommend adjustments.
• Maintain strong, ongoing relationships with high‑value clients through regular portfolio reviews and proactive communication.
• Support business development by identifying prospective clients, expanding existing accounts, and contributing to portfolio growth.
• Coordinate with investment specialists, tax advisors, legal counsel, insurance experts, and other professionals to deliver a holistic approach.
• Ensure accurate client documentation, prepare portfolio reports, follow compliance procedures, and protect confidential information.

Required profile

• Strong understanding of wealth management, investment management, portfolio construction, financial planning, and risk management principles.
• Demonstrated sound judgment, strong analytical capabilities, professional integrity, and excellent communication skills.

Required skills