Account Manager
Human Connection
Meets Fintech Innovation
Personal Account Manager
At MyWealth Legatus, we understand the importance of personal touch in the world of advanced financial technology. That’s why we offer our customers the chance to have a Personal Account Manager. This added service brings together the ease of technology and the comfort of personalised assistance.
Our Personal Account Managers are your primary contact, there to help guide you on your journey with us. From explaining the details of our products, to providing guidance on how to get the most out of your investments, they’re available to provide real-time, personal support. You can schedule calls or online meetings at a time that suits you best, ensuring accessibility and convenience are always prioritised.
This extra service is designed for those who appreciate direct human interaction when managing their finances. Whilst our platform is intuitive and user-friendly, we recognise the value of personalised guidance and expert advice. Our Account Managers offer this personalised touch, giving you not only insights and advice, but also a sense of confidence and trust in our services.
Advantages of a Personal Account Manager
- Dedicated point of contact for all your needs
- Help with understanding our financial products
- Guidance on getting the most from your investments
- Personalised insights and expert advice
- Flexible scheduling for calls and online meetings
Choosing a Personal Account Manager is not required but is an optional premium service for those who desire an added layer of personalised interaction. It’s our way of offering the best of both worlds: innovative fintech and human connection.