Strategic Wealth Management Leader
2 weeks ago
**Role Overview:**
At Arin Consultancy, we are seeking a highly skilled
Senior Manager to lead our Wealth Management Track. The successful candidate will be responsible for tracking the performance of invested funds and collaborating with fund managers to reconcile internal research with their opinions and understand the framework.
**Key Responsibilities:**
* Develop financial plans and deliver presentations to clients as needed.
* Collaborate with team leaders to gather data.
* Maintain and update client data, and revise plans annually or as needed in response to significant changes.
* Obtain necessary documents and supplementary information from clients or team leaders during onboarding.
* Conduct purchase cost analyses upon request.
* Conduct regular meetings with clients and address their inquiries and resolve issues as needed.
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