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Financial Services Advisor
2 weeks ago
Role Overview:
We are seeking an experienced Financial Services Advisor to join our team. As a key member of our financial services department, you will be responsible for managing and growing a portfolio of high net worth clients.
About the Position:
The ideal candidate will have a strong analytical and quantitative skill set, with excellent communication and interpersonal skills. You will be responsible for providing bespoke financial advice and investment management services to our clients, tailored to their unique needs and goals.
Main Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with high net worth clients, understanding their financial goals, risk tolerance, and investment preferences.
- Financial Advisory: Provide comprehensive financial planning and advisory services, including retirement planning, tax optimization, estate planning, and education fee planning.
- Investment Management: Construct and manage bespoke investment portfolios, ensuring diversification and alignment with clients' risk tolerance.
Key Qualifications:
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant professional certification is preferred.
- Experience: Minimum of 5 years of experience in wealth management or financial advisory, with a focus on high net worth clients.
- Skills: Strong analytical and quantitative skills, excellent communication and interpersonal skills, proven ability to build and maintain relationships with high net worth clients.
Benefits:
- Competitive Salary and Performance-Based Incentives.
- Comprehensive health insurance and retirement benefits.
- Continuous professional development opportunities.
- A supportive and dynamic work environment.
