Wealth Manager
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
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Develop and manage client investment portfolios.
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Conduct financial assessments and recommend suitable products.
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Monitor market trends and adjust strategies accordingly.
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Build and maintain strong client relationships.
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Ensure compliance with financial regulations and company policies.
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
