Posted By
Posted in
Banking & Finance
Job Code
1319611
Job Responsibilities:
- Client Relationship Management: Cultivate and maintain strong relationships with high-net-worth clients
- Wealth Management: Develop and execute comprehensive wealth management plans for clients
- Financial Planning: Conduct thorough financial analyses to identify growth opportunities and risk mitigation strategies
- Investment Advisory: Recommend and implement investment strategies, including asset allocation, stock selection, and fixed-income investments
- Credit and Lending Services: Assess clients' credit needs and offer tailored lending solutions
- Risk Management: Evaluate and manage risk factors associated with client portfolios
- Compliance and Documentation: Maintain meticulous records of client interactions, transactions, and financial plans
- Team Collaboration: Collaborate effectively with colleagues in wealth management, including financial analysts, estate planners, and tax experts
Qualifications:
- Bachelor's degree in finance, economics, or a related field (Master's degree or CFA designation is a plus)
- Minimum of 4 years of experience in wealth management or private banking
- Proven track record of successfully managing high-net-worth client relationships
- Profound knowledge of investment strategies, financial planning, and wealth management principles
- Proficiency in financial software and tools
- Thorough understanding of relevant regulatory and compliance requirements
- Demonstrated ability to thrive in a collaborative team environment
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Posted By
Posted in
Banking & Finance
Job Code
1319611
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