
Senior Financial Strategist
20 hours ago
Key Responsibilities:
- To develop and maintain strong client relationships through exceptional communication, trust, and effective financial planning.
- To provide expert advice on investment strategies, portfolio management, and wealth growth opportunities to clients.
- To identify and pursue new business opportunities in the high net worth segment by leveraging industry connections and market insights.
- To maintain accurate records of client interactions, transactions, and portfolio performance using data analytics tools.
- Collaborate with internal teams to develop and implement strategic plans for client acquisition, retention, and revenue growth.
Requirements:
- 3-5 years of experience in private banking or wealth management, preferably with a reputable firm.
- Strong understanding of financial markets, investment products, and regulatory requirements.
- Excellent analytical, problem-solving, and interpersonal skills.
- Ability to work effectively in a team environment, adapt to changing priorities, and manage multiple projects simultaneously.
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