HR Intern at Merits Capital Market Services
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Senior Wealth Manager - Sales - Bank (10-12 yrs)
Responsibilities :
- Must be only from Banks or Fintech companies
- Must have own clients
- Build and maintain strong relationships with high net worth clients, understanding their unique financial needs and goals.
- Develop and implement investment strategies that align with clients' goals and risk tolerance.
- Manage clients' portfolios, including making investment decisions, monitoring performance, and rebalancing portfolios as needed.
- Conduct thorough market research and analysis to identify investment opportunities and manage risk.
- Provide comprehensive financial planning services, including retirement planning, tax planning, and estate planning.
- Prepare reports and other materials for clients, providing regular updates on portfolio performance and investment strategies.
- Comply with all relevant regulations and laws governing financial advice and investment management.
Qualifications :
- Degree in finance, economics, or a related field.
- At least 10 years of experience in wealth management or a related field.
- Strong analytical skills and ability to conduct thorough market research and analysis.
- Excellent communication skills, with the ability to explain complex financial concepts in a clear and understandable manner.
- Proactive and responsive, with the ability to provide timely updates and recommendations to clients.
- Relevant certifications and licenses, such as a Certified Financial Planner (CFP) designation or a Securities and Exchange Commission (SEC) license, preferred.
- If you are a highly motivated and experienced Wealth Manager looking for an exciting opportunity to join a dynamic and growing team, we encourage you to apply. Please submit your resume and cover letter for consideration
