Wealth Manager

Deadline: 4 days

Permanent

Full-time

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Allshores Limited is seeking a Wealth Manager to join our collaborative team. This role serves as the primary relationship owner for high-net-worth and institutional clients, delivering comprehensive wealth advice and an exceptional client experience. This role partners closely with an Investment Strategist who provides dedicated portfolio construction and market insights, allowing the Wealth Manager to focus on deepening client relationships, delivering holistic advice, and driving business growth. The position combines strong relationship management capabilities with a proactive approach to business development, contributing to the expansion of the company's private wealth client base.

Requirements

Bachelor's degree in Finance, Economics, Business, or related field; Relevant professional investment designation such as CFP, CWM, CFA or equivalent preferred; Minimum of seven years' relevant work experience in investment or financial services; Understanding of financial markets; Proficient in Microsoft Office suite and CRM; Strong interpersonal, communication, and presentation skills.

Salary

Not specified

Benefits

Health Insurance

How to Apply

Interested applicants should apply in writing with their resume to bermudajobs@allshores.com

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Contact InfoAllshores Limited

112 Pitts Bay Road, Pembroke HM 08, Bermuda

bermudajobs@allshores.com

+1 441 295 5566

Website

Application Deadline

Jul 24, 2026

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