Wealth Manager at Beacongate Limited

Employment Type: Full-time

• Develop and implement financial plans to meet investment objectives and client goals, including asset allocation and diversification, portfolio analysis, product selection, and performance monitoring
• Identifie client needs and objectives, and suggest suitable investment options, products, and services to satisfy them
• Develop and implement investment policies and procedures
• Monitor client accounts regularly, and advise client on tax, legal, and insurance matters
• Research and suggest investment ideas and products
• Coordinate investment activities with other investment professionals, such as analysts and portfolio managers
• Maintain client records, and document all client transactions
• Liaise with clients to resolve investment disputes
• Develop, implement, and maintain internal operations, including policies, procedures, standards, guidelines, training programs, and cultural values
• Liaise with external counterparti