Are you passionate about fostering strong relationships and driving revenue growth We're looking for a Wealth Manager to join our dynamic team and help us achieve our financial goals while maintaining exceptional investor satisfaction.
Key Responsibilities:
- Revenue Growth: Secure new investments and reinvestments to contribute to significant annual financial targets.
- Investor Retention: Maintain long-term engagement with a retention rate of at least 90%.
- Networking: Expand our investor base by leveraging referrals and onboarding new clients.
- Team Growth: Recruit and mentor new talent to strengthen our Investor Relations team.
- Capital Raising: Provide essential materials and follow-ups to secure new capital from investors.
- Communication: Deliver clear and strategic updates to investors through monthly and quarterly reports.
- Data Management: Keep our investor database accurate and up-to-date.
- Compliance: Ensure all communications meet regulatory standards.
Ideal Candidate Will Have:
- A results-driven mindset with a focus on financial success.
- Excellent communication and relationship-building skills.
- Strong financial knowledge to provide insightful guidance to investors.
- Leadership qualities to grow and mentor a high-performing team.
- Attention to detail, ensuring accuracy and compliance in all interactions.
This role is your chance to shape and grow investor relations in an ambitious and forward-thinking organisation. If you're ready to take your career to the next level, apply now!
