Senior Wealth Manager - Financial Advisory/Stock Broking Firm - CFA

Senior Wealth Manager

Core Responsibility:

- Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments.

- Build and maintain strong client relationships by understanding their financial goals and providing regular portfolio updates.

- Provide strategic advice on stock market investments, including large-cap, growth, and undervalued stocks.

- Stay updated on market trends, perform equity research, and assist clients in making informed investment decisions.

- Collaborate with research teams and utilize technical platforms like Symphony XTS for seamless client portfolio management.

Desired Qualification:

- Bachelor's degree in Finance, Economics, or a related field; a CFA or CFP certification is preferred.

- Proven experience in wealth management or financial advisory within a stock broking firm.

- Strong knowledge of equity markets, investment strategies, and portfolio management.

- Excellent communication and relationship management skills.

- Proficiency in financial analysis and trading platforms.