Wealth Manager
Wealth Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
CredPal is a leading financial technology company that offers a comprehensive range of financial solutions including credit cards and investment opportunities to empower individuals. Our mission is to revolutionize access to credit and investment enabling individuals to take charge of their financial wellbeing.
Job Title: Wealth Manager
Job Type: Full Time/Hybrid
Level: Mid/Associate Senior Level
Purpose Statement
We are seeking a dynamic and highly motivated Wealth Manager to join our team at CredPal. The Wealth Manager will be responsible for providing financial guidance to clients managing investment portfolios and offering tailored wealth management solutions. Your expertise will help our clients achieve their financial goals while contributing to the growth of CredPals wealth management services.
Responsibilities
Build and maintain relationships with highnetworth individuals and institutional clients to provide tailored financial and investment solutions.
Analyze client needs and develop customized wealth management strategies that align with their financial objectives.
Manage client investment portfolios monitor performance and recommend adjustments based on market conditions.
Identify and pursue opportunities to crosssell CredPal s financial products and services including investment credit and other solutions.
Conduct regular financial reviews with clients to track progress and ensure their goals are being met.
Stay updated on financial market trends investment products and economic developments to provide informed advice to clients.
Ensure compliance with all financial regulations and company policies when advising clients and managing investments.
Collaborate with internal teams including sales marketing and investment analysts to deliver comprehensive wealth solutions.
Prepare detailed reports and presentations for clients showcasing portfolio performance and financial planning updates.
Attend industry events seminars and conferences to build networks and enhance the visibility of CredPals wealth management services.
Requirements
Bachelors degree in Finance Economics Business Administration or a related field.
Proven experience in wealth management investment banking or financial advisory roles.
Strong knowledge of financial markets investment products and portfolio management strategies.
Excellent interpersonal and communication skills to build trust and foster relationships with clients.
Ability to analyze financial data and develop effective investment strategies.
Demonstrated success in achieving financial targets and growing client portfolios.
Strong organizational and time management skills to handle multiple client accounts effectively.
Proficiency in financial software and tools for portfolio tracking and analysis.
Selfmotivated and resultsoriented with a passion for helping clients achieve their financial goals.
Benefits
Competitive salary with performancebased bonuses.
Opportunity to work with a highgrowth innovative fintech company.
Collaborative and supportive work environment.
Comprehensive health and wellness benefits.
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
