
High Net Worth Client Portfolio Manager
2 weeks ago
We are seeking an accomplished individual to fill the role of Senior Wealth Management Professional. This position will entail cultivating and overseeing a portfolio of high-net-worth clients, driving business growth and development through strategic planning and relationship building.
- Key Responsibilities:
- Create and implement advanced investment strategies tailored to client needs and goals
- Analyze and optimize portfolios for maximum returns and reduced risk
- Budget management and forecasting to ensure alignment with client objectives
Requirements:
- At least 10 years of experience in private banking or wealth management
- Profound understanding of investment products and financial markets
- Mastery of specialized areas such as tax, estate planning, and insurance structuring
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