Team Member Private ....
Team Member Private Wealth Management
Posted on :
11-05-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2828840
Our Client is a private investor. We partner with our highnetworth clients to build and manage their wealth with tailored investment solutions that speak to their needs.
Job Summary
Responsible for acquiring and driving Wealth procurement. The responsibilities of Private Wealth Managers include Relationship management Wealth Marketing and Financial Analysis. To be successful as a Private Wealth Manager you should be able to interpret quantitative and qualitative data possess strong marketing sales and negotiation skills and you should have superior knowledge of wealth management.
Responsibilities
- Analyze financial information.
- Cultivate existing client relationships.
- Develop Wealth Marketing and Sales strategies.
- Manage Assets and client portfolios.
- Compliance and Risk Averse
- Business Development
- Grow FUM
Requirements
- Degree in Finance Economics Management or related fields.
- Minimum 4 years related experience in Financial Services
- Relationship Management
- Excellent Communication
- Adaptability and Perseverance
- Ability to understand complex information
- Knowledge of Finance
- Analytical Thinking
- Strong numerical skills
Bachelor's degree in business, finance, or a related field Minimum of 2-3 years of experience in sales, preferably in the financial services industry Proven track record of success in achieving sales targets Excellent communication, interpersonal, and presentation skills Strong analytical and problem-solving skills Ability to work independently and as part of a team Proficient in Microsoft Office Suite
Employment Type
Full Time
Company Industry
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