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2 days ago
As a senior wealth manager, you will be responsible for cultivating and maintaining strong relationships with high-net-worth clients.
- Client Development: Establish and maintain long-term relationships with a portfolio of high-net-worth clients to understand their financial objectives and risk tolerance.
- Wealth Planning: Provide customized investment, insurance, and wealth planning solutions to clients based on their needs and market conditions.
- Portfolio Evaluations: Conduct regular portfolio evaluations to recommend adjustments and ensure alignment with client goals.
- Collaboration: Work closely with internal product specialists to deliver comprehensive financial solutions to clients.
- Business Growth: Identify new business opportunities through referrals, networking, and cross-selling to achieve sales and revenue targets.
Key Responsibilities:
- Stay informed about market trends, financial products, and regulatory changes.
- Ensure compliance with regulatory and internal risk management policies.
- Prepare and present periodic performance reports to clients.
Requirements: Proven experience in wealth management, strong communication and relationship-building skills, ability to work in a fast-paced environment, and commitment to delivering exceptional client service.
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