Head of Private Wealth Management

2 weeks ago

Atlanta, Georgia, United States augmentjobs Full time
Job Overview

Position: Head of Private Wealth Management
Company: Augmentjobs
Salary Range: $145,000 to $196,000
Experience Level: 8 to 12 years

Role Summary: In the capacity of Head of Private Wealth Management at Augmentjobs, you will spearhead the private wealth management sector, concentrating on the provision of bespoke investment strategies and financial advisory services tailored for affluent individuals and families. Your responsibilities will encompass nurturing client relationships, formulating holistic wealth management plans, and propelling business expansion.

Core Responsibilities:

  • Client Relationship Management: Cultivate and sustain robust, long-lasting relationships with affluent clients. Comprehend their financial aspirations and requirements to deliver customized guidance and solutions.
  • Wealth Management Strategy: Design and execute personalized wealth management strategies that resonate with clients' financial objectives, risk appetite, and investment inclinations.
  • Team Leadership: Direct and mentor a cadre of private wealth advisors and financial planners. Offer direction, training, and support to guarantee exceptional service and professional growth.
  • Business Development: Generate new business prospects through networking, identifying potential clients, and crafting marketing strategies to broaden the private wealth management clientele.
  • Portfolio Oversight: Supervise the management of client investment portfolios, ensuring alignment with their financial aspirations and risk tolerance. Provide recommendations for adjustments as necessary.
  • Compliance and Risk Management: Ensure all client interactions and investment activities adhere to regulatory standards and internal protocols. Mitigate risk by implementing stringent compliance measures.
  • Market Research and Analysis: Remain informed about market dynamics, economic shifts, and investment prospects. Utilize this knowledge to furnish well-informed advice and make strategic decisions for clients.
  • Reporting and Documentation: Compile and present comprehensive reports on clients' financial positions, investment performance, and progress towards objectives. Maintain precise and thorough documentation of all client interactions and transactions.

Qualifications:

  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related discipline. An advanced degree (e.g., MBA, CFA) is advantageous.
  • Experience: 8 to 12 years of experience in private wealth management, financial planning, or a related field, with a demonstrated history of managing affluent clients.
  • Leadership: Strong leadership and team management capabilities, with experience in guiding and developing financial professionals.
  • Client Focus: Outstanding interpersonal and communication skills with a client-centric mindset. Ability to forge and maintain strong client relationships.
  • Financial Acumen: Profound knowledge of investment products, financial planning methodologies, and market trends. Proficiency in portfolio management and asset allocation.
  • Compliance Knowledge: Familiarity with regulatory standards and best practices in private wealth management.
  • Analytical Skills: Strong analytical and problem-solving abilities, with the capacity to make data-driven decisions and recommendations.
  • Technical Proficiency: Competence in financial software and tools, including portfolio management systems and CRM software.
  • Ethical Standards: High ethical standards and a commitment to maintaining client confidentiality and integrity.

Additional Considerations:

  • Ability to thrive in a fast-paced, high-pressure environment.
  • Willingness to travel as necessary to engage with clients and participate in industry events.

If you are a seasoned professional in private wealth management with a dedication to providing exceptional client service and leading a dynamic team, we invite you to consider the Head of Private Wealth Management position at Augmentjobs.

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