Wealth Management Advisor

17 hours ago


Chester, Cheshire, United Kingdom First Financial Bank Full time

About the Position

First Financial Bank is seeking a highly skilled Wealth Management Advisor to join its team. In this role, you will be responsible for developing and implementing comprehensive wealth management strategies for high net worth individuals and families.

About the Job

  • We estimate the salary for this position to be around $120,000 - $150,000 per year, depending on experience and location.

Key Responsibilities

  • Develops and implements comprehensive wealth management strategies for high net worth individuals and families.
  • Conducts thorough analysis of clients' financial situations, goals, and objectives.
  • Develops customized investment portfolios that align with clients' risk tolerance, investment horizon, and financial goals.
  • Provides ongoing monitoring and maintenance of clients' investment portfolios, making adjustments as needed to ensure optimal performance.
  • Expands client relationships by reviewing needs and recommending investment solutions.
  • Completes regulatory investment reviews on a monthly basis.

Requirements

  • Seven (7) years of successful investment and/or portfolio management experience.

Preferred Qualifications

  • Investment and/or portfolio experience with a strong track record of building and maintaining complex client relationships.
  • Advanced knowledge of investment solutions, risk management, asset allocation, and program design.
  • Experience in banking or financial services, preferably in a senior capacity.
  • Master's degree in Business or other related field of study.
  • Established credibility as a thought leader in the industry, with a strong network of contacts and connections.


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