Position Overview
We are seeking motivated and client-oriented Wealth Advisors to support our clients in achieving their financial goals. You will be responsible for building long-term client relationships, assessing financial needs, and recommending investment solutions tailored to each client’s profile. This role is ideal for professionals passionate about financial planning, client service, and business development.
What You’ll Do
- Provide financial planning and wealth advisory services to individual and institutional clients.
- Analyze client portfolios, recommend appropriate investment strategies, and monitor performance.
- Cultivate and manage strong client relationships built on trust and expertise.
- Proactively identify new business opportunities and contribute to asset growth.
- Work closely with the Senior Wealth Manager and other team members to deliver holistic wealth solutions.
- Stay current with financial market developments, products, and regulations.
What You’ll Bring
- Bachelor’s degree in Finance, Business, Economics, or related field.
- 3–5 years’ experience in wealth advisory, private banking, or asset management.
- Professional qualifications (CFA, CISI, CFP, ACA) are an advantage.
- Strong client relationship management and communication skills.
- Demonstrated ability to generate and manage client portfolios.
- High ethical standards and commitment to client success.
Why Join Us?
Joining Ceviant as a Wealth Advisor means becoming part of a forward-thinking asset management business where your growth and success are aligned with our clients’ financial achievements. Our culture is built on Client Service, Integrity, Excellence, and Partnership — values that guide every interaction.