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Director of Private Wealth

1 month ago

Atlanta, United States augmentjobs Full time
Job DescriptionJob Description

Job Title: Director of Private Wealth
Company: Augmentjobs
Salary Range: $145,000 to $196,000
Experience Level: 8 to 12 years

Job Description:As the Director of Private Wealth at Augmentjobs, you will lead and oversee the private wealth management division, focusing on delivering personalized investment strategies and financial planning services to high-net-worth individuals and families. Your role will involve managing client relationships, developing comprehensive wealth management strategies, and driving business growth.

Key Responsibilities:

  • Client Relationship Management: Build and maintain strong, long-term relationships with high-net-worth clients. Understand their financial goals and needs to provide tailored advice and solutions.

  • Wealth Management Strategy: Develop and implement customized wealth management strategies that align with clients' financial goals, risk tolerance, and investment preferences.

  • Team Leadership: Lead and mentor a team of private wealth advisors and financial planners. Provide guidance, training, and support to ensure high-quality service and professional development.

  • Business Development: Drive new business opportunities by networking, identifying potential clients, and developing marketing strategies to expand the private wealth management client base.

  • Portfolio Management: Oversee the management of client investment portfolios, ensuring alignment with their financial goals and risk tolerance. Make recommendations for adjustments as needed.

  • Compliance and Risk Management: Ensure all client interactions and investment activities comply with regulatory requirements and internal policies. Manage risk by implementing robust compliance practices.

  • Market Research and Analysis: Stay updated on market trends, economic developments, and investment opportunities. Use this information to provide informed advice and make strategic decisions for clients.

  • Reporting and Documentation: Prepare and present detailed reports on clients' financial status, investment performance, and progress towards goals. Maintain accurate and comprehensive documentation of all client interactions and transactions.

Skills and Qualifications:

  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. An advanced degree (e.g., MBA, CFA) is preferred.

  • Experience: 8 to 12 years of experience in private wealth management, financial planning, or a related field, with a proven track record of managing high-net-worth clients.

  • Leadership: Strong leadership and team management skills, with experience in guiding and developing financial professionals.

  • Client Focus: Exceptional interpersonal and communication skills with a client-centric approach. Ability to build and maintain strong client relationships.

  • Financial Expertise: In-depth knowledge of investment products, financial planning strategies, and market trends. Proficiency in portfolio management and asset allocation.

  • Compliance: Familiarity with regulatory requirements and best practices in private wealth management.

  • Analytical Skills: Strong analytical and problem-solving skills, with the ability to make data-driven decisions and recommendations.

  • Technical Skills: Proficiency in financial software and tools, including portfolio management systems and CRM software.

  • Ethics: High ethical standards and a commitment to maintaining client confidentiality and integrity.

Additional Requirements:

  • Ability to work in a fast-paced, high-pressure environment.

  • Willingness to travel as needed to meet with clients and attend industry events.

If you are an experienced private wealth management professional with a passion for delivering exceptional client service and leading a dynamic team, we encourage you to apply for the Director of Private Wealth position at Augmentjobs.