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High Net Worth Financial Specialist
2 weeks ago
We are seeking a skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for building and maintaining strong relationships with high-net-worth individuals.
Job Responsibilities:- To understand clients' financial goals and objectives through regular portfolio reviews and performance updates.
- To provide personalized wealth management solutions based on clients' needs and risk appetite.
- To educate clients on features, benefits, and risks associated with various wealth management products.
- To recommend suitable investment strategies and products to clients based on their preferences and risk profile.
- To identify new business opportunities and generate leads through networking and referrals.
- Relevant experience of 12 to 18 years.
- Strong understanding of wealth management products, including AIFs and PMS.
- Proven track record of building and managing relationships with high-net-worth individuals.
- Excellent communication, presentation, and negotiation skills.
- Able to work independently and as part of a team in a fast-paced environment.
The ideal candidate should have a strong network of high-net-worth individuals and be able to provide tailored financial advice and wealth management solutions. The role requires excellent communication and negotiation skills, as well as the ability to work independently and as part of a team.
