Wealth Manager

Planify is on the lookout for a highly skilled

As a Wealth Manager, you will be responsible for managing and growing high-value client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals. We are looking for someone who is passionate about wealth management, has a deep understanding of financial markets, and excels in client relations.

Key Responsibilities:

- Develop and manage a portfolio of clients, offering tailored investment and financial planning advice

- Analyze client financial goals and market trends to create customized wealth-building strategies

- Continuously monitor and assess portfolio performance, suggesting adjustments as needed

- Provide clients with regular updates on financial market trends and their portfolio performance

- Identify opportunities for growth while mitigating potential financial risks

Qualifications:

- Bachelor's degree in Finance, Economics, or a related field

- 3-5 years of experience in wealth management or investment advisory

- Strong understanding of financial products, investment strategies, and market trends

- Excellent communication and interpersonal skills with the ability to build long-term relationships with clients

- Proven track record of managing client portfolios and delivering results

Why Join Us?

At Planify, we believe in empowering individuals to take control of their financial future. As part of our team, you will work in a collaborative environment with growth opportunities, and the chance to make a real impact in clients’ lives.