Posted:1 day ago|
Platform:
Work from Office
Full Time
9 am to 6 pm - 5 days a week working
Qualifications & Key Skills:- We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set.- Bachelor''s degree in Finance, Economics, Business, or a related field. Master''s degree or CFP designation is a plus.- Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios.- Strong knowledge of financial markets, investment products, and wealth management strategies.- Excellent communication and interpersonal skills to establish trust and rapport with clients.- Analytical mind set with the ability to interpret complex financial data and market trends.- Familiarity with relevant regulations and compliance standards.- Exceptional attention to detail, organization, and time management skills.- Ability to adapt to changing market conditions and client needs.
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