Posted By
Posted in
Banking & Finance
Job Code
1411113
What You'll Do:
- Build and maintain strong relationships with a high-net-worth client base, understanding their unique financial needs and goals.
- Conduct comprehensive financial assessments and develop customized wealth management plans encompassing asset allocation, investment recommendations, risk management, and estate planning strategies.
- Conduct in-depth market research and stay up-to-date on investment trends to identify suitable investment opportunities.
- Proactively communicate with clients, providing regular portfolio updates, market insights, and strategic guidance.
- Successfully onboard new clients and ensure a seamless client experience.
- Achieve and exceed ambitious revenue targets through effective financial product sales.
- Collaborate with internal teams (e. g. , research, portfolio management) to deliver comprehensive wealth management solutions.
You're a Perfect Fit If You Have :
- A minimum of years of experience in wealth management or a related financial services field.
- Proven track record of success in building strong client relationships and exceeding client expectations.
- A strong understanding of financial planning principles, investment strategies, and relevant tax regulations.
- Excellent communication and presentation skills, with the ability to explain complex financial concepts in a clear and concise manner.
- Strong analytical and problem-solving skills.
- A proactive and results-oriented approach with a focus on achieving business goals.
- Valid professional designations (e. g. , CFA, CFP) are a plus.
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Posted By
Posted in
Banking & Finance
Job Code
1411113
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