The jobholder is responsible for providing high net worth (HNW) and ultra-HNW clients with personalized financial planning, investment strategies and wealth management solutions.

       EXTERNAL ADVERTISEMENT

     VACANCY

  WEALTH SPECIALIST                                                              

Applications are invited from persons with suitable qualifications to fill the position of “Wealth Specialist” at the Republic Wealth Management Limited (RWML).

The jobholder is responsible for providing high net worth (HNW) and ultra-HNW clients with personalized financial planning, investment strategies and wealth management solutions; analyzing clients’ financial situations, developing tailored portfolios and strategizing with clients on asset allocation, risk management, estate planning and tax efficiency through building and maintaining strong client relationships to understand financial goals; facilitating retirement planning, and wealth preservation; collaborating with financial analysts, tax professionals, and legal advisors; ensuring compliance with financial regulations and market trends; identifying new business opportunities and expanding the client base.

JOB RESPONSIBILITIES INCLUDE

• Developing bespoke investment solutions for high net worth and ultra-high net worth individuals and corporate clients in line with client risk tolerance and return objectives; liaising with key market players (investment bankers, brokers, asset managers) to secure assets on behalf of clients. These portfolios shall cover the investment universe including bonds, equities, ETFs, derivative instruments, and commodities.
• Developing strategies and methods to increase sales and drive performance, as well as, to track and report on department metrics. To review and make recommendations for any changes to product and service offering in line with evolving market trends and client preferences.
• Gaining a full understanding of the client’s present situation and future needs in order to construct a financial plan which creates, preserves and manages wealth. As part of that financial plan, to promote the Bank’s suite of proprietary funds, retirement products and other wealth services to increasingly grow the wealth management business.
• Analyzing the local and foreign economic market, inclusive of interest rates, credit spreads, equity markets, commodity prices and communicate this information with the Wealth Specialist team as well as prospective clients to make informed financial/investment decisions.
• Providing support for the Wealth Manager in ensuring that all high net worth clients are provided real-time investment advice and best in class service.
• Educating (and liaising with) staff in the branches and corporate centers of the suite of products and services offered by RWML.
• Onboarding clients through required documentation; facilitate purchases/subscriptions and sales/redemptions of investment products.

QUALIFICATIONS AND EXPERIENCE

• Associate Degree in Finance, Economics, Accounting or related study from an internationally accredited University
• Certificate for Financial Advisors
• A minimum of 5 years’ experience selling financial products with a proven track record of identifying opportunities and achieving targets across all segments
• 2 years’ experience in accounting/finance  

BEHAVIOURAL COMPETENCIES AND SKILLS

• Analytical with sound understanding of the investments and the financial markets industry
• Sound and effective communication skills (incl. presentation skills)
• Sales driven and client focused
• Self-directed with excellent time management skills
• Demonstrated ability to achieve targets
• Proven leadership ability
• Proficiency in Microsoft office suite

REMUNERATION

The Bank offers an attractive compensation package.

Closing date for submission of applications is June 23, 2025.

Thank you for your interest in Republic Bank Limited.

Please note that only suitable applications will be acknowledged.