Senior Wealth Manager

Qualifications & Key Skills :

• We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set.
• Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus.
• Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios.
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Excellent communication and interpersonal skills to establish trust and rapport with clients.
• Analytical mind set with the ability to interpret complex financial data and market trends.
• Familiarity with relevant regulations and compliance standards.
• Exceptional attention to detail, organization, and time management skills.
• Ability to adapt to changing market conditions and client needs

Skills Required

Portfolio Management, Financial Analysis, investment strategies, Risk Assessment, Client Relationship, Market Research