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High-Net-Worth Portfolio Manager
2 months ago
We are seeking a highly motivated and experienced High-Net-Worth Portfolio Manager to join our Wealth Management team at 4S Advisory. As a senior professional, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients.
As a Portfolio Manager, you will be responsible for building and nurturing strong relationships with our clients, understanding their financial goals, risk tolerance, and investment preferences. You will conduct regular meetings to review and adjust financial plans based on client's changing circumstances.
You will also gather and analyze financial information to create comprehensive financial plans for clients, develop customized investment strategies tailored to each client's objectives and risk profile, and provide advice on retirement planning, tax optimization, estate planning, and other financial matters.
In addition, you will recommend appropriate investment products and strategies aligned with clients' goals, monitor and review clients' investment portfolios, making necessary adjustments to ensure alignment with market conditions and changing objectives. You will stay informed about market trends, economic indicators, and investment opportunities.
Key Responsibilities- Client Relationship Management: Build and nurture strong, lasting relationships with high-net-worth clients.
- Financial Analysis and Planning: Gather and analyze financial information to create comprehensive financial plans for clients.
- Investment Advisory: Recommend appropriate investment products and strategies aligned with clients' goals.
- Portfolio Management: Implement and manage diversified investment portfolios across various asset classes.
The ideal candidate will have a proven track record of successfully managing high-net-worth client relationships and portfolios, strong knowledge of financial markets, investment products, and wealth management strategies, excellent communication and interpersonal skills to establish trust and rapport with clients, analytical mind set with the ability to interpret complex financial data and market trends, and familiarity with relevant regulations and compliance standards.
We offer a competitive salary of $120,000 - $180,000 per annum, commensurate with experience, plus benefits and bonuses. If you are passionate about delivering exceptional client service and have the expertise to back it up, we encourage you to apply for this exciting opportunity.
