Senior Wealth Manager
Skills
About This Role
Company Description
The Compass Group is an international financial services firm operating across the UK, Europe, the Middle East, and Asia.
Specializing in wealth management, asset allocation, corporate finance, and B2B corporate solutions, the company offers tailored financial strategies to address the unique needs of its clients.
Partnering with businesses and individuals, TCG focuses on driving growth, improving efficiency, and creating long-term value.
Combining a global reach with in-depth local expertise, the firm is a trusted leader in the financial services industry.
TCG has offices in London, Dubai, Mauritius and Kuala Lumpur.
Role Description
TCG is looking for Senior Wealth Manager's who are either looking to sell their current book, manage it remotely, or actively manage clients at one of our global offices.
Responsibilities
include developing prospects, providing investment management advice, and offering tailored financial planning solutions.
The role requires working closely with mass affluent individuals to achieve their financial goals.
The Senior Wealth Manager will also collaborate with a cross-disciplinary team to deliver optimal client results.
Qualifications
- Strong expertise in Financial Planning, including risk assessment and personalized strategy development
- Proven track record in sales and a AUM of at least $10m
- Proven track record in Investment Management and analyzing prospective Investments
- Thorough understanding of Finance concepts and best practices
- Knowledge of Insurance products and solutions
- Exceptional client-facing and relationship management skills
- Ability to work collaboratively in a cross-functional team environment
- Professional certifications such as CFA, CFP, or equivalent qualification are highly advantageous
- Bachelor's degree in Finance, Economics, Business, or a related field
- Proficiency in financial modeling and analysis tools is a plus
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