suit you?
This quiz, based on the Holland Codes (RIASEC), was produced for Excelia by the human resources consultancy RessourcesH, in partnership with GBF Conseil, an educational and vocational guidance consultancy. Its purpose is to provide High School pupils and other students with an insight into the management professions that match their profile.
Wealth Manager
Financial Advisor, Financial Agent, Asset Manager, Portfolio Manager
A Wealth Manager is a specialist in customised investments and an expert in Wealth Engineering. They look for the most suitable solutions for their clients in order to optimise financial investments and obtain the best possible return. They may work in a bank, an insurance company, a solicitor’s office or as a self-employed professional.
Tasks
They analyse the current state of the economy and the financial markets.
They advise and accompany clients in order to maximise the value of investments.
They monitor and optimise financial investments.
They monitor legislation to identify potential laws that may have consequences for wealth management.
They read the specialist press to keep abreast of the latest developments.
Required skills
- Rigour
- Analytical skills
- Reactivity
- Initiative
- A flair for numbers
- Excellent interpersonal skills
What you need to learn/master
- Economics
- Financial analysis
- Wealth and corporate taxation
- Auditing and wealth management
- Financial and banking products
- Socially responsible real estate investment
- Law and real estate
- Sales and customer relationship management
Career opportunities and progression
- The market for Wealth Managers is quite competitive. With several years of experience, they can advance to a senior role, taking up a position as Financial Advisor or working as a self-employed Wealth Manager.
Qualification requirements
5 years of post-High School education
Excelia schools
Salary
Junior: €30,000 - €45,000
Experienced: €60,000 - €80,000