Wealth Management Officer
About this role
Wealth Management Officer
We are seeking a detail-oriented Wealth Management Officer to support client portfolio management, ensure smooth client onboarding, and deliver exceptional client service while maintaining compliance and operational excellence.
Responsibilities
- Support client portfolio management and portfolio administration tasks
- Ensure seamless onboarding of clients
- Deliver exceptional client service to customers, partners, and stakeholders
- Maintain compliance and operational excellence in wealth management processes
Requirements
- Bachelor's Degree in Finance, Economics, Business Administration, or a related field
- 1-3 years of experience in wealth management
- CRM knowledge and portfolio administration experience
- Strong communication and analytical skills
- ICAN, CFA, or CFP is an added advantage
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