
Financial Management Professional
16 hours ago
The selected candidate will be responsible for building and maintaining strong client relationships, identifying business opportunities in wealth management and investment banking, developing tailored investment plans across various asset classes, managing investment portfolios, monitoring market trends, and conducting financial research.
- Build and maintain client relationships
- Proactively identify business opportunities
- Develop tailored investment plans
- Manage investment portfolios
- Monitor and review portfolios
- Conduct financial research
The ideal candidate should possess a strong understanding of wealth management products, excellent communication and interpersonal skills, analytical and problem-solving abilities, experience in managing an existing client book, and proficiency in financial planning tools and software.
- Strong understanding of wealth management products
- Excellent communication and interpersonal skills
- Analytical and problem-solving abilities
- Experience in managing client relationships
- Proficiency in financial planning tools
Prior experience in wealth management or private banking is preferred. A bachelor's degree in finance, economics, or related fields is required, with an MBA, CFA, CA, or CFP certification being desirable.
- Bachelor's degree in finance or economics
- Desirable: MBA or CFA certification
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