Wealth Management Expert
1 day ago
The Recruitment Council is seeking a talented Wealth Management Expert to join our team. As an Advisory Partner, you will be responsible for bringing financial planning and investment solutions to a broad client base, engaging both prospective and existing clients with a commitment to personalized and ethical financial advice.
Job PurposeThe primary purpose of this role is to drive growth in assets under management (AUM) and net flows, with a focus on long-term client loyalty and portfolio performance.
Key RelationshipsThe Wealth Management Expert collaborates closely with external clients, leads, portfolio managers, investment firms, banks, and various financial bodies to build and nurture valuable professional relationships.
Qualifications- Minimum of 5 years in financial advisory or investment planning, with a proven record of client relationship management.
This role offers a competitive salary range of $150,000 - $220,000 per year, depending on experience, as well as excellent benefits, including a comprehensive health insurance plan, 401(k) matching program, and generous paid time off.
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Wealth Advisory Expert
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Wealth Management Expert
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Wealth Management Consultant
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