Responsibilities
- Build and maintain relationships with high-net-worth clients
- Provide personalized financial advice and investment strategies
- Monitor and manage clients' investment portfolios
- Stay up-to-date on market trends and investment opportunities
- Collaborate with other financial experts to meet clients' needs
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Proven experience in wealth management or financial advisory role
- Strong communication and interpersonal skills
- Certifications such as CFA or CFP are a plus
Skills
- Financial planning
- Investment management
- Client relationship management
- Market knowledge
- Communication skills