Job Description

Responsibilities :- Must be only from Banks or Fintech companies- Must have own clients- Build and maintain strong relationships with high net worth clients, understanding their unique financial needs and goals.- Develop and implement investment strategies that align with clients\' goals and risk tolerance.- Manage clients\' portfolios, including making investment decisions, monitoring performance, and rebalancing portfolios as needed.- Conduct thorough market research and analysis to identify investment opportunities and manage risk.- Provide comprehensive financial planning services, including retirement planning, tax planning, and estate planning.- Prepare reports and other materials for clients, providing regular updates on portfolio performance and investment strategies.- Comply with all relevant regulations and laws governing financial advice and investment management.Qualifications :- Degree in finance, economics, or a related field.- At least 10 years of experience in wealth management or a related field.- Strong analytical skills and ability to conduct thorough market research and analysis.- Excellent communication skills, with the ability to explain complex financial concepts in a clear and understandable manner.- Proactive and responsive, with the ability to provide timely updates and recommendations to clients.- Relevant certifications and licenses, such as a Certified Financial Planner (CFP) designation or a Securities and Exchange Commission (SEC) license, preferred.- If you are a highly motivated and experienced Wealth Manager looking for an exciting opportunity to join a dynamic and growing team, we encourage you to apply. Please submit your resume and cover letter for consideration (ref:updazz.com)

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