High Net Worth Advisor
3 weeks ago
Wealth Management Opportunity
Join The Recruitment Council as a Wealth Analyst and contribute to delivering exceptional service to high-net-worth clients.
Key Responsibilities:
- Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.
- Proposal Development: Craft compelling proposals tailored to clients' unique financial needs and goals.
- Meeting Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action items.
- Communication: Prepare insightful meeting recaps and reports, highlighting key takeaways and next steps.
- Financial Expertise: Stay up-to-date on financial products, strategies, and risk management solutions.
Requirements:
- Bachelor's degree in finance or a related field.
- 5+ years of experience in wealth management.
- CFP/CFA designation preferred.
Estimated Salary: $140,000 - $170,000 per annum
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