You could be a wealth manager if you wanted to be. It's one of the most complex professions in the world because it combines law and finance and accounting. Jake Wallis: Your job is to protect the client's fortune from being chipped away at by those various forces I've mentioned. He says taxes and debts threaten a person's fortune, so do disgruntled heirs divorcing spouses.wallis: Wealth managers are like bodyguard for the money, not so much the client.