Wealth Manager
Core
Act as a comprehensive financial services advisor delivering savings, investment, and estate planning solutions to high-income clients.
Role type
Wealth Manager (Financial Advisor)
Builds
Holistic financial planning and wealth management strategies for affluent individuals
Domain
Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Investment management, portfolio construction, financial planning, estate and succession planning, risk management, regulatory compliance, client needs analysis, financial modelling, market analysis
Preferred skills
CFP certification, Postgraduate Diploma in Financial Planning, German fluency
Technologies
Financial modelling tools, portfolio management systems
Responsibilities
Build and maintain a portfolio of high-net-worth clients; Design and implement tailored wealth management strategies; Conduct regular portfolio reviews and recommend adjustments; Generate new business through networking and referrals; Maintain adherence to regulatory and fiduciary standards
Seniority
Mid-Senior (5-7 years experience)
