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Private Wealth Manager
7 days ago
**Responsibilities**:
- Manage and grow a portfolio of high-net-worth clients
- Understand clients' financial goals and develop personalized wealth management strategies
- Provide investment advice and recommendations
- Conduct thorough financial analysis and market research
- Monitor and review client portfolios to ensure alignment with investment objectives and risk tolerance
- Stay updated on market trends, industry regulations, and investment products
- Build and maintain strong relationships with clients through regular communication and personalized service
- Collaborate with internal teams and external partners to deliver comprehensive financial solutions
**Requirements**:
- Bachelor’s degree in Finance, Economics, or a related field
- Minimum of 5 years of experience in wealth management or private banking
- Proven track record of managing high-net-worth clients and achieving business targets
- Strong knowledge of investment products, financial markets, and wealth management strategies
- Demonstrated ability to analyze complex financial information and provide strategic advice
- Excellent communication and interpersonal skills
- Ability to build and maintain relationships with clients
- Proficiency in financial analysis and wealth management software
- Relevant certifications such as CFP, RE5, RE1 or similar
- Knowledge of local market and regulations
**Benefits**:
- Salary: negotiable
- Our client is offering a highly competitive salary for this role based on experience.
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