SFS GROUP PLC - Wealth Management

CAREERS - Departments - Wealth Management

The Wealth Management Unit (‘WMU’) offers investment advice and related services to individual and institutional investors from a variety of countries. The WMU offers advisory services on third party and proprietary products in the following areas of investment:

Securities;
Alternative Investments;
Mutual Funds;
Capital protected Products.

Paramount to the success of the WMU is our highly professional advisors selected for their superior academic credentials and their high level of expertise in local and international markets. Moreover, our advisors understand that their foremost priority is our clients, regardless of the size of their portfolio. Our advisors persist on spending time with our clients in order to understand their needs. Thus we are able to offer to them tailor-made solutions that take advantage of any appropriate opportunities that may arise. Our advisors emphasize transparency in all dealings with clients and welcome feedback and questions.

As a member of the Wealth Management Unit you may be involved in the following:

Engage in new business developement;
Manage client relationships;
Organize and attend meetings with prospective clients;
Explain to clients their investment choices in detail and discuss issues such as wealth preservation, investment horizon, risk preferences, investment expectations, tax benefits, income versus capital gain preferences etc.;
Provide their view on personalized wealth management across various life-cycle stages;
Provide recommendations on personalized wealth management across various life-cycle stages;
Provide to clients appropriate and comprehensive information which is fair, clear and not misleading;
Analyze and study various third party products;
Recommend third party or proprietary products to clients according to their needs and profiles;
Define client risk profile and ensure investments are based on these guidelines.