Wealth Manager - Family Office

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.