Wealth Manager

WHITE SOCIETY PTE. LTD.; Town of Islip (NY); On-site; USD 70,000 - 150,000; Full time

Job summary

A prominent company in financial services is seeking professionals to deliver comprehensive wealth management solutions to affluent clients. Responsibilities include client relationship management, investment portfolio oversight, and strategic financial planning. Ideal candidates should possess strong financial acumen and excellent interpersonal skills.

Qualifications

• Experience in wealth management or financial services.
• Strong understanding of financial markets and investment strategies.
• Excellent interpersonal and communication skills.

Responsibilities

• Build and maintain client relationships to understand their financial goals.
• Develop and implement financial plans covering various aspects.
• Manage investment portfolios with strategies for growth and risk management.
• Provide guidance on wealth protection and retirement planning.

Skills

Client Relationship Management

Financial Planning

Investment Management

Wealth Protection Strategies

Job description

Job Summary

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

Key Responsibilities

1. Client Relationship Management: Build and maintain strong relationships with 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.

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

4. Wealth Protection: Provide guidance on wealth protection strategies, including insurance, estate planning, and asset protection.

5. Retirement Planning: Help clients plan for retirement, including creating sustainable income streams and optimizing retirement accounts.