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Wealth Management Professional
2 months ago
Gravity Private Wealth is seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our advisory team, you will provide expert financial advice and personalized investment strategies to help clients achieve their financial goals.
Key Responsibilities:- Client Relationship Management: Originate, manage, and maintain a high-net-worth client portfolio, offering comprehensive financial advice, solutions, and services tailored to meet our clients' wealth management needs.
- Business Development: Develop and implement a business development strategy to expand the client base, focusing on wealth management products and services.
- Investment Management: Collaborate with the Investment Manager to monitor and review investment performance, providing regular reports and updates to clients.
- Team Collaboration and Leadership: Collaborate with internal teams to ensure the seamless delivery of products and services to clients, leveraging the firm's resources and expertise.
- Educational Background: A bachelor's degree in Finance, Business Administration, or a related field. A Master's degree or relevant certifications (e.g., CFA, CFP) would be a plus.
- Work Experience: At least 10 years of experience in wealth management, with significant experience in a leadership role, ideally with international exposure.
- Client Relationship Management: Proven track record of managing and growing high-net-worth client relationships.
- Market Knowledge: Strong understanding of financial markets and investment strategies.
- Leadership Skills: Excellent leadership and team management skills.
- Communication Skills: Strong communication skills, with the ability to clearly understand clients' financial goals and convey financial concepts effectively.
- Organizational Skills: Strong organizational skills with the ability to multitask effectively.
- Professionalism: Ability to handle sensitive information with discretion and maintain a high level of professionalism.
- Competitive Salary: Commensurate with experience.
- Performance-Based Bonus: Opportunities for advancement within the firm, based on performance and contribution to the team's success.
