Personal Wealth Manager
2 weeks ago
About us
~Gain valuable experience and launch your career in Wealth Management.
~Be part of a dynamic and supportive team.
~Make a real difference in the lives of your clients by helping them achieve their financial goals.
~Enjoy a competitive compensation package and excellent benefits.
Qualifications & experience
- Diploma or Bachelor's degree in Finance, Business Administration, or a related field (preferred).
- 0-3 years of experience in financial services or a relevant field (a plus, but not mandatory).
- Strong communication, interpersonal, and presentation skills.
- Ability to learn quickly and adapt to a fast-paced environment.
- Enthusiasm for the financial services industry and a passion for helping clients.
- Excellent organizational skills and a high level of attention to detail.
Tasks & responsibilities
- Assist Wealth Managers in building strong relationships with clients.
- Develop a deep understanding of client needs, risk tolerance, and financial objectives.
- Conduct market research and stay up-to-date on investment trends and products.
- Prepare client presentations and reports under the guidance of senior team members.
- Provide excellent customer service and address client inquiries promptly.
- Participate in ongoing training and development programs to enhance your skills.
Benefits
- Competitive salary and benefits package.
- Comprehensive training and mentorship program.
- Opportunity to work with experienced professionals and learn from the best.
- Supportive and collaborative work environment.
- Career advancement opportunities within a growing company.
Market Research
Wealth Management
Investment Strategies
Tolerance
Financial Planning
Wealth
Administration
Investment Management
Mentorship
Attention to Detail
Banking
Presentation Skills
Financial Advisory
Customer Service
Ability To Learn
Financial Services
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