High Net Worth Wealth Strategist
3 days ago
We are seeking an experienced High Net Worth Wealth Strategist to join our team at Click and Connect Online Limited. In this role, you will be responsible for providing comprehensive wealth management solutions to high-net-worth individuals, families, and institutions.
About the Role:
- Client Relationship Management: Cultivate strong relationships with clients by understanding their unique financial goals, preferences, and risk tolerance levels.
- Financial Planning and Advisory: Conduct in-depth financial analysis and develop customized wealth management strategies encompassing investment planning, retirement planning, estate planning, tax optimization, and risk management.
- Portfolio Management: Oversee the construction, monitoring, and rebalancing of client investment portfolios, leveraging a diverse range of asset classes, investment vehicles, and alternative strategies.
- New Business Development: Identify and pursue opportunities to expand the firm's client base and assets under management (AUM).
Requirements:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Advanced degrees (e.g., MBA, CFA, CFP) preferred.
- Minimum of 5 years of experience in wealth management, private banking, or financial advisory roles, preferably serving high-net-worth clients.
Salary and Benefits:
- A competitive salary commensurate with experience and qualifications.
- Performance-based incentives and bonuses tied to individual and firm-wide goals.
- Comprehensive benefits package, including health insurance and professional development opportunities.
About Us:
At Click and Connect Online Limited, we are committed to delivering excellence in financial services. Our team of experts provides personalized advice and guidance to our clients, helping them achieve their financial objectives.
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