Wealth Manager

Role Overview
We seek a dynamic Wealth Manager with specialized knowledge of unlisted shares, capable of providing strategic investment guidance, managing client portfolios, and driving investment decisions in the pre-IPO market.

Key Responsibilities
1. Client Portfolio Management
- Develop and manage investment portfolios focusing on unlisted shares
- Conduct risk assessments
- Provide personalized investment recommendations
- Monitor portfolio performance

2. Market Research and Analysis
- Track emerging companies and investment opportunities
- Perform due diligence on unlisted companies
- Analyze market trends
- Prepare comprehensive investment reports

3. Client Relationship Management
- Build and maintain client relationships
- Conduct regular consultations
- Explain investment strategies clearly
- Address client queries promptly

4. Investment Strategy Development
- Design tailored investment strategies
- Identify high-growth potential unlisted companies
- Evaluate investment risks and returns

Required Qualifications
- Bachelor's/Master's in Finance, Commerce
- 1+ years experience in unlisted shares
- Strong pre-IPO investment landscape understanding
- Analytical and financial modeling skills

Essential Skills
- Advanced financial analysis
- Strong communication
- Proficiency in Excel and financial software
- Data-driven decision-making
- Strategic thinking.