
Private Wealth Specialist
2 days ago
Financial Expertise Opportunity
Highly skilled professionals are sought to provide personalized financial advice and wealth management solutions. The ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth individuals.
Key Responsibilities
- Understand clients' financial goals and objectives through regular communication.
- Develop and implement effective investment strategies tailored to individual client needs.
- Conduct portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
- Identify new business opportunities and generate leads through networking and referrals.
- Drive business growth by effectively cross-selling wealth management products and services.
Requirements
- 12-18 years of relevant experience in wealth management or a related field.
- Strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
- Excellent communication, presentation, and negotiation skills.
- Ability to work independently and as part of a team in a fast-paced environment.
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