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Co-Founder at Big Bang HR Advisors
Views:226 Applications:36 Rec. Actions:Recruiter Actions:29
Wealth Manager - Family Office (5-10 yrs)
Profile:
- Primary duties include managing clients' financial circumstances and providing them with financial recommendations.
- To manage/acquire the family office clients
- Incentives start post 1x revenue generation
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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