Wealth Manager
Wealth Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Overview
Key responsibilities
- Conduct indepth financial assessments and provide personalized wealth management advice.
- Develop and implement customized financial plans to align with clients short and longterm goals.
- Offer investment management services and recommendations tailored to clients risk tolerance and financial objectives.
- Monitor and evaluate clients investment portfolios to ensure alignment with their financial plans and objectives.
- Facilitate tax planning and wealth preservation strategies for highnetworth clients.
- Provide regular updates and reports on investment performance and market trends to clients.
- Proactively identify opportunities to expand client relationships and grow the wealth management business.
- Collaborate with other professionals such as tax advisors and estate planners to address clients comprehensive financial needs.
- Stay abreast of industry trends regulatory changes and market developments to provide informed and strategic financial advice.
- Adhere to compliance standards and regulatory requirements in the provision of wealth management services.
Required qualifications
- Bachelors degree in Finance Business Administration Economics or related field; MBA or CFP preferred.
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is highly desirable.
- Proven track record of success in wealth management financial advisory or private banking roles.
- Excellent understanding of investment products financial markets and wealth management strategies.
- Strong client relationship management skills with a focus on delivering exceptional service.
- Ability to develop and articulate comprehensive financial plans and investment strategies.
- Proficiency in financial analysis risk assessment and portfolio management.
- Outstanding communication presentation and negotiation skills.
- Ability to work collaboratively within a team and across different functional areas.
- Indepth knowledge of regulatory compliance and financial industry standards.
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Employment Type
Full Time
Company Industry
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
