Offshore Wealth Manager

Job Summary

Provide comprehensive wealth management services to high-net-worth individuals, families, and institutions with international financial interests, helping them achieve their financial goals and objectives.

Key Responsibilities

1. Client Relationship Management: Build and maintain strong relationships with offshore clients, understanding their financial goals, risk tolerance, and expectations.

2. Financial Planning: Develop and implement comprehensive financial plans, including investment, tax, estate, and retirement planning, tailored to offshore clients' needs.

3. Investment Management: Manage offshore investment portfolios, including asset allocation, security selection, and portfolio rebalancing.

4. Risk Management: Identify and mitigate potential risks in offshore clients' portfolios, ensuring alignment with their risk tolerance.