Strategic Wealth Manager
5 days ago
Company Overview
i4 Consulting : Reimagining HR Blueprints is a leading provider of innovative HR solutions. Our mission is to empower organizations with cutting-edge technology, driving talent attraction, employee experience, and productivity.
Job Overview
We are seeking a Senior Wealth Manager to join our team. The ideal candidate will have a minimum of 7 years of experience in investment management and portfolio management. The role demands excellent skills in financial planning, risk assessment, client relationship management, and market analysis.
Responsibilities
- Develop personalized financial plans for clients, including savings, investments, insurance, and retirement planning.
- Assess the financial risk profiles of clients and recommend appropriate actions to mitigate potential risks.
- Maintain and grow a robust client base by building strong, lasting relationships with clients.
- Stay updated with regulatory changes, ensuring compliance in all financial activities and client interactions.
Requirements
- Minimum 7 years of experience in wealth management, investment management, or a related field.
- Strong proficiency in investment management to develop effective investment strategies for clients.
- Proven expertise in portfolio management to manage and optimize client portfolios for maximum returns.
- Solid understanding of financial planning to provide comprehensive financial advice to clients.
Additional Skills
- Excellent skills in risk assessment to identify potential risks and develop mitigation strategies.
- Exceptional client relationship management abilities to maintain and grow client relationships.
- Ability to conduct thorough market analysis to stay updated on financial trends and market conditions.
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