About this role
Wealth Manager
Pathway Holding is a leading financial services company committed to delivering tailored wealth solutions to high-net-worth individuals and corporate clients. We pride ourselves on professionalism, integrity, and exceptional client service.
Role Overview: We are seeking an experienced Wealth Manager to join our team. The ideal candidate will have a proven track record in managing client portfolios, providing strategic investment advice, and building long-term relationships with clients.
What We Offer
Competitive salary and benefits package. Opportunity to work with a reputable and growing financial institution. Exposure to diverse clients and high-value portfolio management.
Responsibilities
- Develop and manage a portfolio of high-net-worth clients.
- Provide personalised financial advice and wealth planning solutions.
- Monitor and analyse investment performance and market trends.
- Identify new business opportunities and grow the client base.
- Ensure compliance with regulatory requirements and company policies.
- Collaborate with internal teams to deliver integrated financial solutions.
Requirements
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Minimum 3 years of experience in wealth management, private banking, or related financial services.
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Strong knowledge of investment products, financial planning, and portfolio management.
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Excellent interpersonal, communication, and relationship-building skills.
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Ability to analyse complex financial data and provide strategic advice.
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Relevant professional certifications (e.g., CFA, CFP) are a plus.
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Salary - N
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Application Deadline - 31st Jan, 2027