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.
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.
5 years of post-High School education
Junior: €30,000 - €45,000
Experienced: €60,000 - €80,000