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Wealth Manager Courses

A Wealth Manager offers personalised financial advice, developing investment strategies and building client relationships to grow their wealth.

    • AI Exposure: Not Rated

      AI Occupational Exposure score unavailable For more insight, research the specific tasks and skills required for the role.

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  • AI Occupational Exposure score unavailable For more insight, research the specific tasks and skills required for the role.
AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).

How do I become a Wealth Manager?

Get qualified to work as a Wealth Manager with a course recognised across Australia. Speak to a training provider to learn more.

Further reading

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Wealth Manager careers

A Wealth Manager provides tailored financial advice to clients, helping them manage and grow their wealth. You might work in financial institutions or independently. Wealth Managers assess clients' financial situations, develop investment strategies, and offer guidance on asset allocation, retirement planning, and risk management. You’ll build long-term relationships with clients, ensuring their financial goals are met through personalised solutions and regular reviews.

Wealth Managers play a key role in clients' financial success. You’ll need to be analytical, trustworthy, and skilled in communication to effectively manage client portfolios and address their financial needs. You’ll liaise with clients and financial experts to optimise investment opportunities and ensure comprehensive wealth management.