Relationship Wealth Manager

Role & responsibilities

• Client Relationship Management:

• Build and maintain long-term relationships with high-net-worth clients.
• Act as the primary point of contact for all client needs and concerns.
• Conduct regular meetings with clients to review their financial situation and ensure their financial goals are being met.

• Investment Strategy & Advisory:

• Provide expert advice on investments, including stocks, bonds, mutual funds, and alternative investments.
• Develop customized investment strategies based on the client's risk tolerance, goals, and financial situation.
• Monitor portfolio performance and recommend adjustments as needed.

• Financial Planning:

• Create comprehensive financial plans that address retirement planning, tax optimization, estate planning, and risk management.
• Collaborate with tax and legal advisors to ensure clients' financial plans align with their long-term goals.
• Educate clients on personal finance, financial markets, and strategies for wealth management.

• Risk Management:

• Assess clients' financial situations for potential risks, including market volatility, taxes, and estate tax issues.
• Advise clients on strategies to mitigate risks and protect assets.

• Client Acquisition & Business Development:

• Identify and cultivate new client relationships to expand the firms client base.
• Network within communities, organizations, and events to generate referrals.
• Stay up to date with industry trends and opportunities for new services and products.

• Regulatory Compliance & Reporting:

• Ensure that all financial activities comply with legal and regulatory requirements.
• Maintain detailed records of client meetings, recommendations, and transactions for auditing purposes.
• Prepare reports and presentations for clients that outline portfolio performance and key financial metrics.

Preferred candidate profile

• Education:

  Bachelor's degree in Finance, Economics, Business, or a related field (MBA or Masters degree preferred).

• Certifications:

  Certified Financial Planner (CFP), Chartered Wealth Manager (CWM), or similar designations preferred.

• Experience:

  2-8 years of experience in wealth management, financial planning, or a related field.