Senior Wealth Manager

4 weeks ago

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Job Description Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set. - Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus. - Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios. - Strong knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills to establish trust and rapport with clients. - Analytical mind set with the ability to interpret complex financial data and market trends. - Familiarity with relevant regulations and compliance standards. - Exceptional attention to detail, organization, and time management skills. - Ability to adapt to changing market conditions and client needs

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