Chartered wealth manager

As a Chartered Wealth Manager at [Company Name], you will be responsible for delivering strategic, bespoke financial advice and portfolio management services to high-net-worth clients. You will work closely with clients to understand their financial goals, manage their assets, and provide expert guidance on various financial matters, including investment strategies, estate planning, retirement planning, and tax optimization. Key Responsibilities: - Client Relationship Management: Build and maintain strong relationships with high-net-worth clients by understanding their needs and providing tailored financial advice and solutions. - Portfolio Management: Oversee and manage client portfolios to ensure alignment with clients" financial objectives, risk tolerance, and investment preferences. - Investment Strategy Development: Develop comprehensive investment strategies based on in-depth market analysis, trends, and economic indicators. - Financial Planning: Advise clients on comprehensive financial planning covering retirement, tax efficiency, estate planning, and asset protection. - Research & Analysis: Stay updated on market trends, investment opportunities, and regulatory changes to provide informed and effective advice to clients. - Cross-Functional Collaboration: Collaborate closely with other departments such as tax advisory, legal, and estate planning to offer integrated and holistic wealth management solutions. Qualifications Required: - Chartered Wealth Manager certification or equivalent qualification. - Strong understanding of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills to build and maintain client relationships effectively. - Ability to analyze complex financial information and provide tailored solutions to clients. - Proven track record in portfolio management and financial planning.,