
Senior Financial Advisor
3 days ago
Role Summary
We are seeking a seasoned Wealth Manager to lead our financial services. The ideal candidate will have a proven track record of developing long-term relationships with high-net-worth clients, providing tailored investment and wealth planning solutions.
Main Responsibilities:
- Develop and maintain strong professional relationships with a portfolio of high-net-worth clients.
- Understand clients' financial objectives and risk tolerance to deliver customized investment and wealth planning solutions.
- Conduct regular portfolio reviews and make recommendations based on market conditions and client needs.
- Collaborate with internal product specialists to provide comprehensive financial solutions.
- Identify new business opportunities through referrals and networking.
- Stay up-to-date on market trends, financial products, and regulatory changes.
- Maintain compliance with regulatory and internal risk management policies.
- Prepare and present periodic performance reports to clients.
Requirements:
- Minimum 5 years of experience in wealth management or a related field.
- Degree in Finance, Economics, or a related field.
- Strong knowledge of investments, insurance, and wealth planning principles.
- Excellent communication and interpersonal skills.
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