Executive Investment....
Executive Investment Banker Wealth Advisor
نُشرت في :
09-02-2024
صاحب العمل نشط
1 وظيفة شاغرة
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حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
الراتب الشهري
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عدد الوظائف الشاغرة
1 وظيفة شاغرة
نُشرت في :
09-02-2024
الوصف الوظيفي
رقم الوظيفة : 2519014
As an Executive Investment Banker cum Wealth Advisor within our esteemed financial management company you will play a pivotal role in providing comprehensive financial services to our highnetworth clients. Leveraging your expertise in investment banking and wealth management you will be responsible for delivering tailored financial solutions and strategic advice to meet the diverse needs and objectives of our clientele.
Key Responsibilities:
1. *Client Relationship Management:* Cultivate and maintain strong relationships with highnetworth individuals families and institutional clients. Act as their trusted advisor understanding their financial goals risk tolerance and preferences to offer personalized investment strategies.
2. *Wealth Planning and Management:* Develop customized wealth management plans encompassing investment portfolios asset allocation tax optimization retirement planning estate planning and philanthropic initiatives.
3. *Investment Banking Services:* Lead and facilitate complex financial transactions such as mergers and acquisitions capital raising restructuring and strategic advisory services. Collaborate with internal teams to deliver seamless execution and achieve optimal outcomes for clients.
4. *Market Analysis and Research:* Stay abreast of market trends economic indicators and regulatory changes to provide informed investment recommendations and anticipate potential risks or opportunities for clients portfolios.
5. *Financial Advisory Services:* Provide expert guidance on a wide range of financial matters including asset allocation strategies alternative investments private equity hedge funds and other investment vehicles tailored to clients needs.
6. *Compliance and Risk Management:* Ensure adherence to regulatory guidelines compliance standards and internal policies while maintaining the highest ethical standards in all client interactions and financial transactions.
7. *Business Development:* Drive business growth by identifying new opportunities expanding client relationships and participating in marketing initiatives to enhance the firms reputation and market presence.
Qualifications:
Bachelors degree in Finance Economics Business Administration or related field; MBA or CFA designation preferred.
Proven track record of success in investment banking wealth management or related financial services roles preferably serving highnetworth clients.
Strong analytical skills strategic thinking and proficiency in financial modeling and valuation techniques.
Excellent communication presentation and interpersonal skills with the ability to build rapport and communicate complex financial concepts effectively.
Ability to thrive in a fastpaced dynamic environment managing multiple priorities and delivering results under pressure.
Join our dynamic team and make a meaningful impact on the financial success of our clients while advancing your career in the financial services industry.
financial services,investment banking,wealth management
نوع التوظيف
دوام كامل
المهارات المطلوبة
- حماية قريبة/ مباشرة
- تجارية
- FIDIC
- مندوب مبيعات داخلي
- التجارة الإلكترونية
الإبلاغ عن هذه الوظيفة
إخلاء المسؤولية: د.جوب هو مجرد منصة تربط بين الباحثين عن عمل وأصحاب العمل. ننصح المتقدمين بإجراء بحث مستقل خاص بهم في أوراق اعتماد صاحب العمل المحتمل.
نحن نحرص على ألا يتم طلب أي مدفوعات مالية من قبل عملائنا، وبالتالي فإننا ننصح بعدم مشاركة أي معلومات شخصية أو متعلقة بالحسابات المصرفية مع أي طرف ثالث. إذا كنت تشك في وقوع أي احتيال أو سوء تصرف، فيرجى التواصل معنا من خلال تعبئة النموذج الموجود على الصفحة اتصل بنا
