Wealth Manager
4 months ago
Key Responsibilities:
- Develop and manage relationships with high-net-worth individuals.
- Provide tailored financial advice on investments, estate planning, and tax strategies.
- Manage client portfolios, offering timely investment adjustments.
- Identify and acquire new clients through networking and referrals.
- Provide regular performance reports and insights to clients.
Qualifications & Experience:
- Minimum 5 years’ experience as a Wealth Manager.
- Current client base exceeding $250 million.
- Minimum of 5 years of experience with your existing bank.
- Expertise in managing relationships with high-net-worth individual investors.
- Opportunity to relocate near former high-net-worth clients.
- Re-establish relationships with clients and expand your network in new markets.
**Job Type**: Permanent
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