Strategic Wealth Manager
1 month ago
We are seeking a highly skilled Strategic Wealth Manager to join our team. As a key member of our investment team, you will be responsible for overseeing client relationships, driving client acquisition, and growing assets under management.
You will understand clients' investment goals and risk profiles, providing strategic advice and proactive support. Working closely with the Investment Team, you will ensure portfolios are optimized to achieve outstanding results for clients.
Key Responsibilities:- Cultivate and Onboard New Clients
- Present tailored financial solutions to new high-net-worth clients
- Offer customized products and services that align with individual client goals and aspirations
- Act as the primary point of contact, building trust and long-term partnerships through exceptional service
- Introduce innovative co-investment opportunities that reflect clients' priorities and objectives
- Professional Development
- Enhance knowledge of international alternative investments through education and research
- Stay informed about regional market trends to anticipate client needs and industry shifts
- Promote a culture of learning by refining strategies and staying competitive in wealth management
- Collaboration
- Lead the client relationship process, mentoring junior team members to drive growth and deliver transformative outcomes for clients
The ideal candidate will have a strong understanding of international alternative investments and the ability to provide strategic advice to clients. You will be responsible for managing client relationships, developing investment strategies, and ensuring portfolio optimization.
RequirementsTo be successful in this role, you will need to have:
- A degree in finance, economics, or a related field
- Proven experience in wealth management, preferably in a senior role
- Strong knowledge of international alternative investments, including private equity, hedge funds, and real estate
- Excellent communication and interpersonal skills
- Ability to work effectively in a team environment
The salary for this role is estimated to be around $120,000 per annum, based on industry standards and location. However, this may vary depending on your level of experience and qualifications.
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