RESPONSIBILITIES:
•Providing financial planning services and investment advice to high net worth individuals.
•Sustaining and increasing the long-term wealth of their clients
•Providing their clients with the different types of services, customized banking solutions, estate and probate planning, general legal counsel, tax advice and investment management.
•Calculating wealth projections, recommending and executing portfolio re balancing programs, verifying client objectives, analyzing investment performance and identifying opportunities to expand relationships.
SKILLS:
•Excellent financial instincts, advanced calculation skills and the ability to plan for future market advances, disruptions and downturns.
•Should possess research abilities and the capacity for abstract and imaginative thought.
•Understanding of capital economics, major investment theories and the networked web of modern global markets.
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Job Overview
Monthly Salary Range
Unspecified
Gender
Male/Female
Career Level
Executive
Industry
Other - Industry
Experience
2-5 Years
Qualification
Bachelors
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