Financial Strategist
1 day ago
At Neo Wealth Partners, we're redefining wealth management through a unique partnership between our bankers and the firm. This collaboration enables us to deliver client-centric solutions that drive sustainable growth.
About UsWe operate independently as part of the Neo Group, a strategic asset management and financial advisory platform. Our leadership team boasts over 120 years of combined experience and has earned numerous prestigious awards.
Role DescriptionThe Private Banker plays a crucial role in managing day-to-day financial planning, investment management, and asset allocation tasks. They work closely with clients to understand their financial goals, provide tailored advice, and ensure the effective management of their wealth.
Key Responsibilities:- Financial Planning and Finance skills
- Experience in Investments and Asset Allocation
- Expertise in Private Banking
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to build and maintain long-term client relationships
Our ideal candidate possesses a Bachelor's degree in Finance, Economics, Business, or a related field and holds relevant certifications such as CFA or CFP. Experience in the financial services industry, particularly in wealth management, is highly desirable.
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