1.Build and maintain long-term relationships with high-net-worth clients, acting as their trusted advisor.
2.Develop and implement personalized wealth management plans, including investment strategies, asset allocation, and financial advice.3.Monitor portfolio performance and adjust strategies as needed to meet client objectives.4.Provide expert guidance on tax optimization, estate planning, and retirement planning.5.Collaborate with other professionals to offer comprehensive solutions.6.Maintain strong communication and problem-solving skills to address client needs and market changes.

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Senior Wealth Manager