Role Overview
The Wealth Management Advisor is responsible for delivering comprehensive financial advice and developing tailored wealth strategies for individual and corporate clients. The role focuses on long-term relationship management, portfolio guidance, and alignment with client objectives.

Key Responsibilities

• Provide holistic wealth management and financial planning advice

• Develop customised strategies aligned with client goals and risk profiles

• Maintain ongoing client relationships and conduct periodic reviews

• Coordinate with internal specialists to deliver integrated solutions

• Ensure compliance with regulatory and professional standards

Qualifications & Experience

• Degree in Finance, Economics, Business, or related field

• Relevant professional certifications preferred

• Proven experience in wealth management or financial advisory

• Strong understanding of investment products and financial planning

Key Competencies

• Client relationship management

• Analytical and strategic thinking

• Communication and presentation skills

• Professional integrity and discretion

Role Overview
The Investment Analyst supports the investment function through research, analysis, and reporting on financial markets, asset classes, and investment opportunities.

Key Responsibilities

• Conduct quantitative and qualitative market research

• Analyse securities, funds, and economic trends

• Prepare investment reports and recommendations

• Support portfolio construction and monitoring

• Track performance and risk metrics

Qualifications & Experience

• Degree in Finance, Economics, Mathematics, or related discipline

• Progress toward professional investment certifications preferred

• Strong analytical and research skills

• Proficiency in financial modelling and data analysis tools

Key Competencies

• Attention to detail

• Critical thinking

• Data interpretation

• Ability to work under deadlines

Role Overview
The Client Relationship Manager serves as the primary liaison between the firm and its clients, ensuring high-quality service delivery and effective communication.

Key Responsibilities

• Manage day-to-day client interactions and enquiries

• Support onboarding and account maintenance processes

• Coordinate service delivery across internal teams

• Maintain accurate client records and documentation

• Identify opportunities to enhance client experience

Qualifications & Experience

• Degree in Business, Finance, or related field

• Experience in client service within financial services preferred

• Strong interpersonal and organisational skills

• Familiarity with compliance and documentation standards

Key Competencies

• Relationship-building skills

• Professional communication

• Problem-solving ability

• Attention to confidentiality

Role Overview
The Compliance & Risk Officer ensures that the firm operates within applicable regulatory frameworks and internal governance standards while managing operational and advisory risks.

Key Responsibilities

• Monitor regulatory developments and compliance requirements

• Develop and maintain compliance policies and procedures

• Conduct internal reviews and risk assessments

• Support audits and regulatory reporting

• Provide guidance on compliance-related matters

Qualifications & Experience

• Degree in Law, Finance, Business, or related field

• Experience in compliance, risk management, or regulatory roles

• Strong knowledge of financial services regulations

• Professional certifications in compliance or risk preferred

Key Competencies

• Attention to detail

• Ethical judgement

• Analytical skills

• Ability to interpret regulatory frameworks

Role Overview
The Financial Planning Associate supports advisors in preparing financial plans, analyses, and client documentation.

Key Responsibilities

• Assist in data collection and financial analysis

• Prepare planning reports and projections

• Support client meetings and follow-up actions

• Maintain documentation and planning tools

• Coordinate with advisors and administrative teams

Qualifications & Experience

• Degree in Finance, Accounting, or related discipline

• Knowledge of financial planning concepts preferred

• Strong numerical and analytical skills

• Proficiency in office and financial software tools

Key Competencies

• Accuracy and attention to detail

• Organisational skills

• Team collaboration

• Professional communication