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

Education Requirements

• Required: Bachelor's degree (or higher) in Finance, Economics, Business Administration, Accounting, or a related field
• Preferred: Master's degree (e.g., MBA, MSc in Finance) or equivalent postgraduate qualification
• Preferred: Relevant professional certifications such as CFA, CFP, CWM, or equivalent

Qualifications & Experience

• Proven experience in wealth management or financial advisory
• Strong understanding of investment products and financial planning
• Working knowledge of relevant regulatory and compliance requirements

Key Competencies

• Client relationship management
• Analytical and strategic thinking
• Communication and presentation skills
• Professional integrity and discretion

How to Apply

Interested candidates should email their CV and a short cover letter to careers@gatewayglobal.limited with the subject line "Application – Wealth Management Advisor".

Please include your highest qualification, relevant certifications, and years of experience. Only shortlisted candidates will be contacted.

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

Education Requirements

• Required: Bachelor's degree (or higher) in Finance, Economics, Mathematics, Statistics, Accounting, or a related quantitative discipline
• Preferred: Master's degree (e.g., MSc in Finance, Financial Engineering, or MBA) or equivalent postgraduate qualification
• Preferred: Progress toward professional investment certifications such as CFA (Level I or above), FRM, or equivalent

Qualifications & Experience

• Strong analytical and research skills
• Proficiency in financial modelling and data analysis tools (e.g., Excel, Bloomberg, Python, or similar)
• Understanding of financial markets, asset classes, and investment principles

Key Competencies

• Attention to detail
• Critical thinking
• Data interpretation
• Ability to work under deadlines

How to Apply

Interested candidates should email their CV and a short cover letter to careers@gatewayglobal.limited with the subject line "Application – Investment Analyst".

Please include your highest qualification, relevant certifications (or progress toward them), and any experience with financial modelling tools. Only shortlisted candidates will be contacted.

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

Education Requirements

• Required: Bachelor's degree (or higher) in Business Administration, Finance, Economics, Marketing, Communications, or a related field
• Preferred: Master's degree (e.g., MBA) or equivalent postgraduate qualification
• Preferred: Relevant professional certifications or training in client service, financial services, or compliance

Qualifications & Experience

• 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

How to Apply

Interested candidates should email their CV and a short cover letter to careers@gatewayglobal.limited with the subject line "Application – Client Relationship Manager".

Please include your highest qualification, any relevant certifications, and a summary of your client service experience. Only shortlisted candidates will be contacted.

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

Education Requirements

• Required: Bachelor's degree (or higher) in Law, Finance, Business Administration, Accounting, Economics, or a related field
• Preferred: Master's degree (e.g., LLM, MBA, MSc in Risk Management or Finance) or equivalent postgraduate qualification
• Preferred: Professional certifications in compliance or risk, such as CAMS, CRCM, CCEP, FRM, or equivalent

Qualifications & Experience

• Experience in compliance, risk management, or regulatory roles
• Strong knowledge of financial services regulations
• Experience conducting risk assessments, internal reviews, or supporting audits

Key Competencies

• Attention to detail
• Ethical judgement
• Analytical skills
• Ability to interpret regulatory frameworks

How to Apply

Interested candidates should email their CV and a short cover letter to careers@gatewayglobal.limited with the subject line "Application – Compliance & Risk Officer".

Please include your highest qualification, any relevant compliance or risk certifications, and a summary of your regulatory experience. Only shortlisted candidates will be contacted.

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

Education Requirements

• Required: Bachelor's degree (or higher) in Finance, Accounting, Economics, Business Administration, or a related discipline
• Preferred: Master's degree (e.g., MBA, MSc in Finance) or equivalent postgraduate qualification
• Preferred: Progress toward or completion of financial planning certifications such as CFP, ChFC, CFA (Level I or above), or equivalent

Qualifications & Experience

• Knowledge of financial planning concepts preferred
• Strong numerical and analytical skills
• Proficiency in office and financial software tools (e.g., Excel, financial planning software)

Key Competencies

• Accuracy and attention to detail
• Organisational skills
• Team collaboration
• Professional communication

How to Apply

Interested candidates should email their CV and a short cover letter to careers@gatewayglobal.limited with the subject line "Application – Financial Planning Associate".

Please include your highest qualification, any relevant certifications (or progress toward them), and your experience with financial or planning software. Only shortlisted candidates will be contacted.