
Chief Financial Strategist
7 days ago
About the Role:
As a Senior Wealth Manager, you will be responsible for delivering comprehensive financial solutions to high-net-worth clients.
Key Responsibilities:
- Evaluate clients' financial objectives and risk tolerance to provide customized investment, insurance, and wealth planning strategies.
- Conduct regular portfolio reviews and make recommendations based on market conditions and client needs.
- Collaborate with internal product specialists to deliver tailored financial solutions.
- Identify new business opportunities through referrals, networking, and cross-selling.
- Stay up-to-date on market trends, financial products, and regulatory changes to offer expert advice.
- Ensure compliance with regulatory and internal risk management policies.
- Present periodic performance reports to clients.
- Achieve sales and revenue targets as set by the organization.
Requirements:
- 5+ years of experience in wealth management or a related field.
- In-depth understanding of financial markets and products.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet sales targets.
What You Will Gain:
- Opportunity to develop strong relationships with high-net-worth clients.
- Chance to work with a talented team of professionals.
- Professional growth and development opportunities.
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