Senior Wealth Manager - Banking

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.