Wealth Management Advisor
2 weeks ago
A reputable financial services organization is looking for a skilled professional to take on the role of Certified Financial Wealth Planner. This position is pivotal in fostering client relationships and driving the growth of the firm.
Key Responsibilities:
- Develop and maintain strong client relationships through regular engagement.
- Oversee a diverse client portfolio, focusing on the formulation and execution of investment strategies.
- Deliver comprehensive financial planning services tailored to client needs.
- Manage the administrative processes related to account openings, client communications, and asset transfers.
- Address client inquiries and requests promptly.
- Facilitate the acquisition of new business through proactive networking and outreach.
- Carry out additional responsibilities as required.
Qualifications:
- A minimum of 5 years of experience in Wealth Advisory and Portfolio Management.
- A Bachelor's Degree is required.
- Proven experience working with High Net Worth individuals.
- A well-established network of accounting and legal professionals in relevant markets.
- Strong problem-solving abilities and effective time management skills.
- Exceptional interpersonal and communication skills, both written and verbal.
- Meticulous attention to detail and a high level of organization.
Preferred Skills:
- A Master's Degree is advantageous.
- Certification as a CFP is preferred.
- Familiarity with financial software such as Junxure, Advyzon, e-money, Morningstar, Zoom, and Slack.
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