Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to align with Income Insurance, reflecting a stronger collaboration and shared vision to provide trusted financial solutions. We’re a fast-growing company focused on delivering high-impact solutions to our clients.
We’re looking for a Wealth Manager with strong sales instincts and financial acumen to drive client acquisition and fuel our next stage of growth. This is a full time role that sits at the intersection of marketing, sales, and finance.
1. Identify and analyze marketing performance, growth opportunities through market research and competitive analysis for clients
2. Handle client acquisition and managing client's portfolio
3. Build and maintain relationship with clients
4. Partner with sales to understand client needs and improve handoff processes
Requirements:
Local Diploma in any field and a minimum age of 21 years.
0–2 years of experience in marketing, sales support, business, or a related field
Comfort with spreadsheets, numbers, and basic performance tracking
Excellent communication, time management, and willingness to learn
Ability to work independently and collaboratively
Kindly note that only shortlisted candidates will be notified.
Related Job Searches:
- Company:
Income Advisory Financial Advisers (IAFA) - Designation:
Wealth Manager - Profession:
Banking / Finance - Industry:
Finance - Location:
Museum