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Strategic Financial Advisor

2 months ago

San Francisco, California, United States Hispanic Technology Executive Council Full time

About the Role:

The Hispanic Technology Executive Council is seeking a highly skilled and experienced Strategic Financial Advisor to join our team. As a key member of our Private Banking division, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with high net worth individuals and families, providing personalized financial advice and guidance to help them achieve their financial objectives.
  • Financial Planning and Analysis: Conduct thorough financial analyses to identify areas of opportunity and develop tailored financial plans to help clients achieve their goals.
  • Investment and Risk Management: Provide expert advice on investment and risk management strategies, helping clients to make informed decisions about their financial assets.
  • Product and Service Knowledge: Stay up-to-date on the latest financial products and services, including investment vehicles, insurance products, and other financial solutions.
  • Team Collaboration: Work closely with other members of the Private Banking team to ensure seamless delivery of financial services to clients.

Requirements:

  • Experience: 6-10 years of experience in Private Banking or a related field.
  • Education: Bachelor's degree, Master's degree preferred.
  • Skills: Strong financial planning and analysis skills, excellent communication and interpersonal skills, ability to work in a team environment.

What We Offer:

The Hispanic Technology Executive Council offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity.