wealth management manager

Bank of Stockton

<p><b>Join our team!</b><br/>Since 1867, Bank of Stockton has proudly served generations of families and businesses with unprecedented customer service. Behind every year of &ldquo;Withstanding the Test of Time&rdquo; are loyal bank employees who treat our customers like friends and family because they live in the communities that we serve. We strive to be a great place to work and a great place to bank! With 21 branches and growing, we are looking for people that share our service philosophy. If you&rsquo;re interested in becoming part of our team, submit your resume today!<br/></p><p><b>SUMMARY</b><br/></p><p>Working in collaboration with the firm's Investment Committee, the candidate will be responsibility for monitoring, researching, shaping and evolving portfolio investment strategies, products and portfolio models.<br/></p><p><b>ESSENTIAL DUTIES</b><br/></p><p>The position of Wealth Management Portfolio Manager performs duties specific to the position and other functions as assigned:<br/></p><ul><li>Portfolio modeling and construction;</li><li>Detailed quantitative and qualitative investment research (including past and forward-thinking performance and attribution assessment);</li><li>Benchmark and peer group performance evaluation;</li><li>Competitive analysis; and</li><li>Verbal and written communication that fosters the confidence of internal staff, prospective and current clients, and the professional community.</li><li>In collaboration with leadership and the Investment Committee, monitor, research, and make recommendations regarding investment strategies, products, portfolio models and vehicles that may be appropriate for clients.</li><li>Review, develop, and assess the various risk metrics of our investment portfolios and asset allocation models and make recommendations for models based upon client risk tolerances and goals.</li><li>Attend and communicate our strategies for client and prospect meetings; explaining our investment perspectives and portfolio recommendations and performance.</li><li>Provide regular and on-demand verbal and written research and investment commentary to support both internal and external business development efforts, and client service activities including monthly, quarterly and annual investment updates.</li><li>Track, monitor, evaluate and provide regular and up-to-date analysis, perspective and written commentary on investment portfolios.</li></ul><p><b>COMPLIANCE RESPONSIBILITIES</b><br/></p><p>Must be familiar with all related regulations and receive training on a regular basis as appropriate. This includes but is not limited to BSA, Reg R, and departmental procedures. Employee must follow all policies and procedures as set forth by the Bank as well as any regulations.<br/></p><p>The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.<br/></p><p>This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank&rsquo;s internet and technology systems.<br/></p><p><b>SUPERVISORY RESPONSIBILITY</b><br/></p><p>This position of Wealth Management Portfolio Manager is not responsible for the supervision of any employees within the branch.<br/></p><p><b>MENTAL DEMANDS</b><br/></p><p>Employee must be able to demonstrate their ability to read documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions.<br/></p><p><b>ENVIROMENTAL AND PHYSICAL ACTIVITY</b><br/></p><p>The Wealth Management Portfolio Manager is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc,<br/></p><p>This employee, in the course of performing this position, spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.<br/></p><p>This employee may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.<br/></p><p>The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.<br/></p><p>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<br/></p><p><b>MINIMUM REQUIREMENTS</b><br/></p><p>These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual&rsquo;s abilities may result in some deviation from these guidelines.<br/></p><ul><li>Client services skills</li><li>Basic knowledge of investments</li><li>Financial analysis skills</li><li>Marketing and sales skills</li><li>Oral and written communication skills</li><li>Organization skills</li><li>PC skills (e.g., word processing, spreadsheets)</li><li>CFA certification preferred</li><li>2-10 years of Investment Experience with a preference for portfolio management and client facing experience.</li><li>BA/BS degree or equivalent experience</li></ul><p><b>ANNUAL SALARY RANGE</b><br/></p><p>80,000.00 - 100,000.00<br/></p><p><b>LOCATION</b><br/></p><p>555 West Benjamin Holt Dr Bldg A<br/></p><p>Stockton, CA 95207<br/></p><p>Work Location: In person<br/></p>

Wealth Management Portfolio Manager

البنك التجاري الدولي

<div></div><div><div>Description<div></div><div><br>
Job PURPOSE:</div>
<div>
Promote the development &amp; growth of the Wealth Management Segment through acquisition &amp; nourishing of Wealth customer&rsquo;s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster &amp; at a less cost.</div>
<div>
KEY ACCOUNTABILITIES</div><div><br>
<br>
</div><div>Sales &amp; Service</div>
<div>
1. Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrol and upgrade existing customers along with cross selling all exclusive products to the customers to achieve his/her set target and meet the annual approved plan</div>
<div>
2. Review reports provided from the Quality Assurance Department &amp; Call Centre which indicates the level of services &amp; rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving the best in class service through professional customer handling.</div>
<div>
3. Track Wealth customers&rsquo; inflows &amp; outflows on a daily basis and contact customers to seek information behind un expected behaviours.</div>
<div>
4. Handle all account opening &amp; its related operations process including system input &amp; data entry.</div>
<div>
5. Ensure that the work area is maintained in good condition and that product marketing material is available, prominently displayed and updated</div>
<div>
6. Prepare daily sales report including all sales activities and call reports to share it with Branch Manager &amp; Wealth District Head to monitor performance</div>
<div>
Reporting, Communication &amp; Coordination:</div>
<div>
7. Respond positively &amp; diligently to colleagues and coordinate and communicate effectively with branch staff and support units to ensure that customers&rsquo; requests are processed timely and efficiently.</div>
<div>
8. Ensure that the required awareness about the value proposition is provided to Branch Managers &amp; all Branch Staff in order to create quality referrals.</div><div><br>
<br>
</div><div>9. Develop knowledge and information about competitor activity, pricing and tactics and communicate with the Wealth District Head &amp; the Wealth Segment Management to ensure CIB&rsquo;s edge within the market</div>
<div>
10. Prepare a daily sales report including all sales activities and call reports to share it with the Branch Head</div><div><br>
<br>
</div><div>Policies, Processes and Procedures</div>
<div>
11. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner</div><div><br>
<br>
</div><div>Day-to-day management</div>
<div>
12. Implement the day-to-day operations assigned for the Branch to ensure compliance with the established standards and procedures</div><div><br>
<br>
</div><div>Compliance</div>
<div>
13. Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB&rsquo;s sound legal position and mitigate any potential risks&quot;</div><div></div><div><br>
</div></div><div>
Qualifications<div></div><div><br>
Qualifications &amp; Experience</div>
<ul><li>Bachelor&rsquo;s degree of Commerce, Business Administration, Accounting, or its equivalent (MBA and CFA is a plus)</li></ul>
<ul><li>For Wealth Manager: Minimum 3 &ndash; 5 years of experience in a sales/financial position</li></ul><br>
<div></div>
<div>
Skills</div>
<ul><li>Excellent command of English and Arabic. Knowledge of additional languages would be an asset</li></ul>
<ul><li>Strong analytical and numerical skills</li></ul>
<ul><li>Strong interpersonal, communication and networking skills</li></ul>
<ul><li>Service Oriented</li></ul>
<ul><li>Can work under pressure and meet monthly targets</li></ul>
<ul><li>Self-driven and result oriented with a positive outlook and clear focus on delivering results&quot;</li></ul><div><br>
</div></div><div>
Primary Location: Egypt</div><div>
Job: Front Liner</div><div>
Shift: Day Job</div><div>
Job Type: Full-time Employee</div></div>

WEALTH MANAGER (10th of Ramadan)

Goldman Sachs

<div><div><div><div><div><div><div><p>Goldman Sachs Global Compliance is dedicated to protecting the reputation of the firm, managing risk and helping to advance the business of the firm. From global financial centers to important developing markets, Global Compliance professionals interpret and ensure compliance with regulatory requirements and determine how the firm can appropriately pursue global market opportunities. Global Compliance is organized broadly into divisional compliance groups and centralized compliance groups. This role supports the growing Wealth Management Business unit in the MENA region.</p>
<p><b>
OUR IMPACT:</b></p>
<p>
Our division prevents, detects and mitigates compliance, regulatory and reputational risk across the firm and helps to strengthen the firm&rsquo;s culture of compliance. Compliance accomplishes these through the firm&rsquo;s enterprise-wide compliance risk management program. As an independent control function and part of the firm&rsquo;s second line of defence, Compliance assesses the firm&rsquo;s compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training; conducts independent testing; investigates, surveils and monitors for compliance risks and breaches; and leads the firm&rsquo;s responses to regulatory examinations, audits and inquiries. You'll be part of a team with members from a wide range of academic and professional backgrounds, such as law, accounting, sales, and trading. We look for those who possess sound judgment, curiosity, and are able to adapt to a changing regulatory landscape.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li>
Provide advice to the business on live queries and/or transactions</li><li>
Conducting trading and suitability reviews</li><li>
Development and implementation of compliance-related policies and procedures</li><li>
Providing review and sign-off of marketing materials prepared for distribution to clients / prospects</li><li>
Managing compliance-led projects and representing PWM Divisional Compliance on Firmwide and cross regional projects and working groups</li><li>
Impact analysis and implementation of regulatory changes affecting the PWM business</li><li>
Develop and deliver training for business personnel</li></ul>
<p><b>
SKILLS &amp; EXPERIENCE WE&rsquo;RE LOOKING FOR</b></p>
<p><b>
BASIC QUALIFICATIONS</b></p>
<ul><li>
University degree and/or professional compliance / financial services qualification</li><li>
3+ years&rsquo; compliance or other relevant financial services experience. Private wealth management / retail client experience preferred.</li><li>
Adequate knowledge of MENA regulatory environment and local rules</li><li>
Any knowledge of other international regulatory regimes an advantage</li><li>
Experience of conducting trade surveillance or equivalent monitoring activity</li><li>
Good interpersonal skills and effective written/oral communication skills.</li><li>
Strong analytical and problem solving skills with the ability to exercise sound and balanced judgment</li><li>
Attention to detail</li><li>
Ability to handle multiple tasks and work under pressure</li><li>
Team player</li><li>
As a minimum, good proficiency in Microsoft Excel, Power Point and Wor</li></ul>
<div><b>ABOUT GOLDMAN SACHS</b>
</div>
<div><br>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
</div>
<div></div><div>We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.
</div>
<div><br>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html
</div>
<div><br>
&copy; The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.</div><br>
<div>
<br>
</div></div></div></div></div></div></div><div><div><div><div><div><b>We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
Dubai
JOB FUNCTION
Business Unit Compliance
DIVISION
Compliance Division</p>

Wealth Management Compliance Officer - Associate - Dubai

MM2 Enterprise, LLC

<p>We are a leading non-captive fintech brokerage partnering with over 25 A-rated Fortune 500 financial institutions. Our mission is to help 100 million families by 2030, leaving no family behind. We're revolutionizing financial services by combining expert guidance with cutting-edge technology to create seamless digital experiences for our clients.</p><p><i><b>The Opportunity</b></i></p><p>We're seeking a driven Wealth Management Representative to join our growing team. In this role, you'll help clients develop comprehensive retirement strategies while building your own professional practice within our supportive framework.</p><p><i><b>Key Responsibilities</b></i></p><ul><li>Provide personalized retirement planning solutions to clients</li><li>Educate clients on retirement asset growth and protection strategies</li><li>Conduct needs analyses and recommend appropriate financial products</li><li>Build and maintain long-term client relationships</li><li>Leverage our digital platforms to enhance client experience</li><li>Stay current on industry regulations and product offerings</li></ul><p><i><b>Qualifications</b></i></p><ul><li>Strong interest in financial services (prior experience beneficial but not required)</li><li>Excellent communication and relationship-building skills</li><li>Self-motivated with an entrepreneurial mindset</li><li>Desire to continuously learn and develop professionally</li><li>Willingness to obtain necessary licenses (we provide training and support)</li></ul><p><i><b>Why Join Us?</b></i></p><ul><li><b>Unlimited Income Potential</b>: Commission-based compensation structure with no ceiling</li><li><b>Career Growth</b>: Clear pathway to leadership and potentially running your own agency</li><li><b>Comprehensive Training</b>: Industry-leading education and mentorship programs</li><li><b>Work Flexibility</b>: Build your business around your lifestyle</li><li><b>Purpose-Driven Work</b>: Make a real difference in families' financial futures</li></ul><p>Job Types: Full-time, Part-time</p><p>Pay: $60,000.00 - $100,000.00 per year</p><p>Benefits:</p><ul><li>Financial planning services</li><li>Flexible schedule</li><li>Life insurance</li><li>Professional development assistance</li><li>Retirement plan</li></ul><p>Work Location: Remote</p>

Wealth Management Representative

UCare Staffing, LLC

<strong>PLEASE NOTE: All interviews and applications are kept confidential.</strong> <BR> <BR> We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. <BR> <BR> As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. <BR> <BR> To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm. <BR> In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication. <BR> <BR> One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits. <BR> <br><em><strong>Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role.</strong></em><br><br><strong>We are an equal opportunity employer. All applications will be kept confidential.</strong><br><br><p> </p><img src="https://www.jobg8.com/Tracking.aspx?Sjg9ltxO23%2fI0TCqydlEnt8PaU%2fFNhdKi" width="0" height="0" />

Senior Wealth Advisor

Commercial Bank of Dubai

<p><strong style="font-size: 11px;">Job Purpose:</strong></p> <p> <br> </p> <p>The Senior Manager, Wealth and Investment Products is responsible for overseeing the portfolio management, and strategic direction of wealth and investment products to meet client needs and drive revenue growth. This role requires a deep understanding of investment strategies, financial products, and client relationship management. The individual will work closely with senior leadership, product teams, and sales teams to implement competitive and compliant investment solutions that enhance the bank s wealth management portfolio.</p> <p> <br> </p> <p> <strong>Principal Accountabilities:</strong> </p> <p> <br> </p> <p> <strong>Product Development and Management</strong> </p> <p> <br> </p> <p>Lead the lifecycle management of wealth and investment products, including mutual funds, fixed-income products and alternative investments.</p> <p> <br> </p> <p>Identify market trends and client needs to create innovative investment solutions that align with the bank's strategic objectives.</p> <p> <br> </p> <p>Collaborate with internal and external stakeholders, including asset managers, financial advisors, and third-party vendors, to deliver a competitive product suite.</p> <p> <br> </p> <p> <strong>Strategic Planning and Execution</strong> </p> <p> <br> </p> <p>Develop and implement strategic initiatives to drive product growth, increase client acquisition, and expand the bank s market share in wealth management.</p> <p> <br> </p> <p>Monitor competitor offerings, regulatory changes, and market developments to keep the product lineup relevant and compliant.</p> <p> <br> </p> <p> <strong>Channel Support and Training</strong> </p> <p> <br> </p> <p>Partner with sales teams to promote wealth and investment products, providing training and insights to equip advisors and relationship managers with product knowledge and sales strategies.</p> <p> <br> </p> <p>Create and update product materials, marketing collateral, and training modules to facilitate effective client engagement.</p> <p> <br> </p> <p>Lead digital first agenda in collaboration with digital team</p> <p> <br> </p> <p> <strong>Client Relationship Management</strong> </p> <p> <br> </p> <p>Support high-value client relationships by offering expert insights into investment products and strategies, ensuring client needs are met and satisfaction is high.</p> <p> <br> </p> <p> Act as a point of escalation for complex client inquiries and support sales teams in tailoring solutions for high-net-worth individuals (HNWIs).</p> <p> <br> </p> <p> <strong>Risk and Compliance Management</strong> </p> <p> <br> </p> <p>Ensure all investment products comply with regulatory standards and internal risk management policies.</p> <p> <br> </p> <p>Conduct regular product reviews and audits to manage risk exposure, enhance performance, and uphold the bank s standards for product quality and compliance.</p> <p> <br> </p> <p> <strong>Financial Analysis and Reporting</strong> </p> <p> <br> </p> <p>Analyze product performance metrics, client feedback, and market data to drive continuous improvement and profitability.</p> <p> <br> </p> <p>Prepare regular reports on product performance, trends, and strategic insights for senior management and stakeholders</p>

Senior Manager, Wealth & Investment Products

Confidential

<div>
 <p>
  <strong>
   JOB PURPOSE:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  The
  <strong>
   Senior Associate &ndash; Wealth Management
  </strong>
  plays a key role in supporting the strategic implementation of our organization's initiative to attract and serve
  <strong>
   Family Offices
  </strong>
  and
  <strong>
   Ultra High Net Worth Individuals (UHNWIs
  </strong>
  ),
  <strong>
  </strong>
  focusing on ecosystem development, client experience enhancement and regulatory enablement.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   KEY ACCOUNTABILITIES:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  🔹
  <strong>
   Strategic Implementation
  </strong>
  : Works closely with the line manager in implementing the strategic roadmap for attracting and onboarding Family Offices and UHNWIs to our platform, aligning with the broader vision of establishing a robust Wealth Management ecosystem.
 </p>
 <p>
  🔹
  <strong>
   Strategy Execution Support:
  </strong>
  Supports in execution of Wealth Management strategy, which is aligned with our strategic plan, by identifying structural gaps and proposing ecosystem enhancements.
 </p>
 <p>
  🔹
  <strong>
   Market Intelligence:
  </strong>
  Conduct market intelligence and ecosystem mapping to identify trends, gaps, and opportunities.
 </p>
 <p>
  🔹
  <strong>
   Cross-Functional Collaboration
  </strong>
  : Collaborate with internal teams (Legal, Licensing, Tax, Financial Services Sector, Information Technology, Client Affairs and Strategy Office) to refine regulatory frameworks and client onboarding processes.
 </p>
 <p>
  🔹
  <strong>
   Stakeholder Coordination:
  </strong>
  Coordinate with Banks, Asset Managers, Family Office advisors, and industry associations to strengthen Qatar&rsquo;s wealth management ecosystem.
 </p>
 <p>
  🔹
  <strong>
   Sector Representation
  </strong>
  : Represent us at sector-specific forums and conferences to promote thought leadership and strategic positioning in compliance with MCC policy.
 </p>
 <p>
  🔹
  <strong>
   Legal Structure
  </strong>
  : Advisory Provide advisory input on our legal structures (e.g., Trusts, SPVs, Foundations, SFOs, Multi-Family Offices) to internal teams and external stakeholders.
 </p>
 <p>
  🔹
  <strong>
   Client Journey Optimization
  </strong>
  : Assist in refining client journeys and onboarding processes for UHNWIs and family offices.
 </p>
 <p>
  🔹
  <strong>
   Reporting &amp; Insights:
  </strong>
  Prepare sector reports, dashboards, and presentations for internal stakeholders.
 </p>
 <p>
  🔹
  <strong>
   Planning &amp; Performance
  </strong>
  : Contribute to departmental planning, budgeting, and performance tracking.
 </p>
 <p>
  🔹
  <strong>
   Business Development:
  </strong>
  Support Work in tandem with the department by providing sectoral insights and strategic support.
 </p>
 <p>
  🔹
  <strong>
   Ad Hoc Assignments &amp; Managerial Support
  </strong>
  : Perform other related duties or assignments as directed by the Manager &ndash; Wealth based on the company&rsquo;s needs.
 </p>
 <p>
  🔹
  <strong>
   Business Development
  </strong>
  : Provide sector-specific insights and strategic support to the department to enhance business development initiatives.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   QUALIFICATIONS, EXPERIENCE and SKILLS:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  🔹 Bachelor&rsquo;s degree in BA, Finance, Accounting, Economics, or related discipline.
 </p>
 <p>
  🔹 Preferably an MBA or equivalent post-graduate qualification from a recognized business school.
 </p>
 <p>
  🔹 Minimum of 5 years of relevant experience in strategic partnerships or ecosystem enablement&mdash;preferably within governmental, semi-governmental, or financial services sectors.
 </p>
 <p>
  🔹 Experience in roles that involve stakeholder engagement, ecosystem building or sector development
 </p>
 <p>
  🔹 Excellent communication, negotiation, presentation and interpersonal skills in English.
 </p>
 <p>
  🔹 Experience in BD and Account Management fields in multicultural environment.
 </p>
 <p>
  🔹 Negotiation, facilitation and presentation skills
 </p>
 <p>
  🔹 Problem solving and prioritization skills
 </p>
 <p>
  🔹 Report writing
 </p>
</div>


Senior Associate - Wealth Management & Family Office Services

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