Private Wealth Management Investment Consultant
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
Senior Private Wealth Management Investment Consultant (Relationship Manager)
Builds
Individualized investment strategies, financial plans, and wealth management services for high-net-worth clients
Domain
Private Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Investment analysis, financial planning, client relationship management, strategic consulting, regulatory compliance, business development
Preferred skills
Military background, prior career success in a different field
Technologies
N/A
Responsibilities
Advise clients in accordance with team strategy, analyze investment opportunities and recommend strategies, prepare and deliver presentations for business development, comply with industry rules and regulations
Seniority
Senior, hands-on IC