Wealth Manager
1 week ago
As a leading financial services company, we specialize in simplifying wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals.
Our transparent, data-backed, and objective-driven approach to financial success focuses on wealth creation, risk management, tax planning, and estate planning.
Certified as a 'Great Place to Work,' our culture fosters trust, collaboration, and excellence.
- Job Responsibilities:
- Developing and managing client relationships to enhance and acquire more Assets Under Management (AUM).
- Aligning AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility.
- Reviewing and servicing portfolios to create a wow experience for clients.
- Onboarding new relationships and acquiring new clients.
- Conducting marketing activities to increase the number of clients managed.
- Staying up-to-date with new skills and knowledge to better service clients.
- Maintaining full ethics in providing services and analysis.
- Collaborating with product teams to deliver specialized advice.
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