Offshore Wealth Manager
3 days ago
Job Summary
Provide comprehensive wealth management services to high-net-worth individuals, families, and institutions with international financial interests, helping them achieve their financial goals and objectives.
Key Responsibilities
1. Client Relationship Management: Build and maintain strong relationships with offshore clients, understanding their financial goals, risk tolerance, and expectations.
2. Financial Planning: Develop and implement comprehensive financial plans, including investment, tax, estate, and retirement planning, tailored to offshore clients' needs.
3. Investment Management: Manage offshore investment portfolios, including asset allocation, security selection, and portfolio rebalancing.
4. Risk Management: Identify and mitigate potential risks in offshore clients' portfolios, ensuring alignment with their risk tolerance.
Tell employers what skills you haveWealth Management
Wealth Management Services
Financial Planning
Interpersonal Skills
Relationship Management
Wealth
Risk Management
Investment Management
Financial Advisory
Financial Services
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