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5 days ago
Job Title: Private Wealth Manager
About the RoleThe Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.
Daily tasks include financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service.
Qualifications and Skills- Financial Planning and Estate Planning skills
- Certified Financial Planner (CFP) designation
- Investment Management and Finance expertise
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team
- Experience in client-focused roles and wealth management
- Bachelor's degree in Finance, Economics, Business, or a related field
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