Wealth manager
Posted on :
19-02-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
19-02-2024
Job Description
Req ID : 2565295
We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management helping clients with account details and providing advice on financial investments.
To be successful as a wealth manager you should have the ability to explain complex information be confident and have good sales and negotiation skills. Ultimately a topnotch wealth manager should have superior knowledge of wealth management good presentation skills and an understanding of customer relations tactics.
Wealth Manager Responsibilities:- Advising clients on financial products and services.
- Buying and selling stock on behalf of the client.
- Managing investments.
- Conducting planning services.
- Providing tax planning services.
- Providing estate planning services.
Wealth Manager Responsibilities:
- Advising clients on financial products and services.
- Buying and selling stock on behalf of the client.
- Managing investments.
- Conducting planning services.
- Providing tax planning services.
- Providing estate planning services.
Employment Type
Full Time
Company Industry
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
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