Private Wealth Management Investment Consultant - Relationship Manager
Core
Develop, maintain, and oversee relationships with new and existing clients to help them realize financial goals through strategic investment consulting and wealth management.
Role type
Private Wealth Management Investment Consultant / Relationship Manager
Builds
Individualized investment strategies, financial plans, and wealth management services for clients.
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment analysis, financial planning, client relationship management, regulatory compliance, strategic consulting
Preferred skills
FINRA registration experience, prior career success in business
Technologies
Financial planning tools, investment analysis platforms
Responsibilities
Advise clients on investment opportunities and recommend appropriate strategies; Analyze client needs and circumstances to develop personalized financial plans; Maintain and develop client relationships; Prepare and deliver presentations and seminars for business development; Comply with industry rules and regulations.
Seniority
Mid-Senior level (5+ years experience)