Financial Solutions Advisor
3 days ago
As a Wealth Management Specialist, you will play a critical role in delivering comprehensive wealth management solutions to high net worth clients.
Key Responsibilities- Wealth Planning: Collaborate with experienced wealth advisors to develop and implement tailored wealth management plans for clients, encompassing mortgage advisory, wills and trusts, insurance, and investment strategies.
- Client Onboarding: Assist with client onboarding and account maintenance tasks, ensuring all documentation is accurate and up-to-date.
- Portfolio Monitoring: Regularly monitor client portfolios and ensure adherence to investment guidelines and risk parameters.
- Reporting and Presentations: Prepare detailed reports and presentations summarizing investment performance, market insights, and overall wealth management strategies for client review.
- Diploma or degree in a related field (e.g., finance, accounting).
- Strong analytical and problem-solving skills.
- Excellent attention to detail and accuracy.
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and wealth management software.
- Working knowledge of financial markets, investment principles, estate planning concepts, and insurance products.
- Strong communication and interpersonal skills, with the ability to build rapport with affluent clients.
This role offers a unique opportunity to work with high net worth clients and deliver bespoke wealth management solutions. You will have the chance to collaborate with experienced wealth advisors and develop your skills in wealth planning, client onboarding, and portfolio monitoring.
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