We are currently looking for passionate and experienced individuals to join us as Wealth Managers.
Are you the one who can build lasting client relationships and provide exceptional financial advice?
At Invictus, we believe in creating "Relationships for Life."
We offer a dynamic environment where your expertise is valued and your contributions make a real impact.
If you have a proven track record in wealth management and a commitment to excellence, we want to hear from you.
Join us and take your career to new heights as part of a team dedicated to delivering personalized wealth solutions and fostering lifelong relationships.
Responsibilities:
1. Establish and nurture strong relationships with clients, ensuring open communication.
2. Take charge of managing clients' financial portfolios, employing a comprehensive approach to optimize performance.
3. Exhibit a high level of professionalism when presenting investment proposals to both retail and high net worth clients.
4. Provide recommendation to help clients meet their financial goals and needs.
5. Conduct fact find, customer needs analysis and provide financial solutions to clients and close finance deals.
6. Service and review financial portfolios in maintaining a long-term customer relationship.
To be successful in this role you will need to be:
• Self-motivated, confident and positive individual
• At least 21 yo & above
• Minimum A level’s/Diploma from a recognized institution
• Outspoken with excellent communication and interpersonal skills
• Ability to work with a diverse group of people.
• Candidates with client servicing experience will have an added advantage.
• Interested applicants are invited to send your updated resume via Apply Now.
• By submitting your personal data and/or resume, you give consent to collection, use and disclosure of your personal data and/or resume by the company (or its agent) for the purpose of the processing and administration by the company relating to this job application.
