Private Wealth Management Investment Consultant
Core
Develop, maintain, and oversee relationships with new and existing clients to help them realize financial goals through individualized investment consulting and wealth management strategies.
Role type
Private Wealth Management Investment Consultant (Relationship Manager)
Builds
Client financial plans and investment strategies
Domain
Private Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Investment analysis, financial planning, client relationship management, regulatory compliance, business development, strategic consulting
Preferred skills
Bachelor's degree, 5+ years of business experience, proven success in previous career
Technologies
N/A
Responsibilities
Advise clients in accordance with the team's agreed strategy, analyze investment opportunities and client needs to recommend appropriate strategies, maintain and develop client relationships using financial planning and wealth management, prepare and deliver presentations/seminars for business development, comply with industry rules and regulations
Seniority
Mid-Senior, hands-on IC