Pathway Holding is a leading financial services company committed to delivering tailored wealth solutions to high-net-worth individuals and corporate clients. We pride ourselves on professionalism, integrity, and exceptional client service.

Role Overview:
We are seeking an experienced Wealth Manager to join our team. The ideal candidate will have a proven track record in managing client portfolios, providing strategic investment advice, and building long-term relationships with clients.

 

What We Offer:

• Competitive salary and benefits package.

• Opportunity to work with a reputable and growing financial institution.

• Exposure to diverse clients and high-value portfolio management.

 

 

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• Develop and manage a portfolio of high-net-worth clients.

• Provide personalised financial advice and wealth planning solutions.

• Monitor and analyse investment performance and market trends.

• Identify new business opportunities and grow the client base.

• Ensure compliance with regulatory requirements and company policies.

• Collaborate with internal teams to deliver integrated financial solutions.

• Minimum 3 years of experience in wealth management, private banking, or related financial services.

• Strong knowledge of investment products, financial planning, and portfolio management.

• Excellent interpersonal, communication, and relationship-building skills.

• Ability to analyse complex financial data and provide strategic advice.

• Relevant professional certifications (e.g., CFA, CFP) are a plus.