Wealth & Investment Management Manager

Wealth & Investment Management Manager

The Role We are looking for motivated individuals to join the MNC company and develop a career in wealth management and investment. You will work closely with clients, supported by company-provided leads, while gaining hands-on exposure to investment portfolios, financial markets, and client relationship management.

Key Responsibilities

• Engage with company-generated leads and develop new client relationships.
• Understand clients' financial goals and provide suitable investment solutions.
• Review and manage client portfolios while providing regular market updates.
• Research market trends and investment opportunities.
• Organise client meetings, seminars, and investment events.
• Maintain accurate client records and complete relevant documentation.
• Participate in regular investment and professional development training.

Requirements

• Local Polytechnic Diploma or Degree in any discipline.
• Strong communication and interpersonal skills.
• Good organisational and time-management skills.
• Motivated and willing to learn.
• Entry-level candidates and mid-career switchers are welcome.