about the company
Global Wealth Management Platform
about the job
...
The ideal candidate will be responsible for developing and maintaining strong client relationships, providing comprehensive financial planning, and offering sophisticated investment strategies tailored to help individuals and families achieve their long-term financial goals.
Client Consultation: Conduct comprehensive discovery meetings to understand clients' financial situations, goals, risk tolerance, and time horizon.
Plan Development: Construct, present, and implement customized, goal-oriented financial plans and investment strategies.
Portfolio Management: Monitor client investment portfolios, conduct periodic performance reviews, and make necessary adjustments based on market conditions and client needs.
Compliance: Complete all documentation accurately and ensure strict adherence to all internal policies and external regulatory requirements.
Continuous Improvement: Stay current on financial market trends, economic developments, and changes in tax and regulatory law.
about the manager/team
Supportive team mates with guidance from experienced leaders
skills and experience required
Financial Planning and Finance skills
Experience in Investments and Private Banking
Knowledge of Asset Allocation
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Bachelor’s degree in Finance, Business Administration, or related field
To apply online please use the 'apply' function, alternatively you may contact Dylan Lee at 91383356.
(EA: 94C3609/ R2091898)