Wealth Manager - Manager/Senior Manager

Company Description

Flashaid is a private healthcare concierge service dedicated to simplifying access to medical care for clients. From emergency coordination to hospital access and health coverage, we eliminate complexities so individuals can focus on their recovery. Known for our commitment to providing seamless healthcare solutions, we strive to deliver exceptional assistance to our clients. At Flashaid, we are passionate about making healthcare access simpler and more effective.

Role Overview

We are looking for a dynamic Wealth Manager to build and manage relationships with high-net-worth individuals (HNIs) and affluent clients. The role focuses on understanding client needs, offering tailored financial and protection solutions, and building long-term trusted relationships.

Key Responsibilities

• Acquire and manage relationships with HNIs and affluent clients.
• Provide advisory on wealth management, protection, and long-term financial planning solutions.
• Understand client goals and recommend relevant investment and protection strategies.
• Build strong referral networks with bankers, financial advisors, family offices, and corporate leaders.
• Maintain regular engagement with clients to ensure high satisfaction and retention.
• Achieve revenue and relationship growth targets.

Qualifications

• 38+ years of experience in wealth management, private banking, insurance advisory, or financial services.
• Strong network within HNI or affluent client segments preferred.
• Excellent communication, relationship-building, and advisory skills.
• Bachelor's degree in Finance, Business, Economics, or related field.

Key Skills

• Client Relationship Management
• Wealth Advisory
• Consultative Selling
• Networking & Business Development
• Financial Planning