Wealth Relationship Manager
Wealth Manager Responsibilities:
- Advising clients on financial products and services.
- Buying and selling stock on behalf of the client.
- Managing investments.
- Conducting planning services.
- Providing tax planning services.
- Providing estate planning services.
Wealth Manager Requirements:
- Degree in finance, economics, management, or related field.
- Previous experience in financial services.
- Must be analytical.
- Able to understand complex information.
- Strong mathematical skills.
- Confidence.
- Good presentation skills.
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