Wealth Manager (New Business) | Claremont

Wealth Manager (New Business) Main Purpose of Job The primary purpose of the Wealth Manager role is to share the Companys story with as many ideal clients as possible, ensuring sustainable growth in Assets Under Management (AUM) in line with the strategic targets . This includes identifying and attracting new families, deepening relationships with existing clients, and proactively cross selling the full suite of integrated wealth, fiduciary, and investment services offered across the Group . A …