Senior Wealth Advisor
Core
Establish and maintain strong relationships with high-net-worth clients to manage and grow dedicated client portfolios while creating comprehensive financial plans.
Role type
Senior Wealth Advisor (High-Net-Worth)
Builds
Client financial plans, investment strategies, and long-term wealth management solutions
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Investment management, Financial planning, Client relationship management, Capital markets knowledge, Product structuring, Holistic goals-based planning
Preferred skills
CFA, CIM, LLQP, CFP, MBA, Portfolio Manager (PM) designation
Technologies
Financial planning software
Responsibilities
Develop and maintain strong client relationships, Partner with clients to understand objectives and set financial goals, Provide regular updates on investment strategies and capital markets, Mentor Junior Wealth Advisors, Strategize ways to increase prospects and client penetration, Complete deep discovery of client financial and nonfinancial situations
Seniority
Senior, hands-on IC
