Senior Wealth Manager
1 week ago
We are a leading consulting firm seeking an experienced Senior Wealth Manager to join our team.
Salary and BenefitsThe salary for this role is estimated at $120,000 per year, with additional benefits including comprehensive health insurance and retirement savings plan.
Job DescriptionA successful Private Banker will have a proven track record of managing high-net-worth individual (HNWI) clients with portfolios exceeding $50m. Key responsibilities include:
- Building and maintaining strong relationships with HNWI clients to identify their financial goals and develop tailored investment strategies.
- Providing exceptional client service to ensure high levels of client satisfaction and retention.
To be considered for this role, applicants must possess the following qualifications:
- A minimum of 3 years experience as a Private Banker or equivalent role.
- Proven ability to manage complex financial portfolios and provide strategic investment advice.
In addition to a competitive salary and benefits package, successful candidates will enjoy a dynamic and supportive work environment with opportunities for professional growth and development.
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