Wealth Management Professionals

We are seeking a Senior-level Financial Services Professional to join our team. The ideal candidate will have a minimum of 6 years of experience in the financial services industry, with a focus on portfolio management, financial planning, and their own book of clients.

Responsibilities:

• Create, design, and implement multidimensional client portfolio strategies.
• Develop and maintain relationships with clients, including institutional investors and high-net-worth individuals.
• Provide expert advice and guidance on financial market trends and investment opportunities.
• Oversee and mentor junior team members, providing guidance and training on industry best practices.
• Stay current on regulatory changes and ensure compliance with all relevant laws and regulations.

Qualifications:

• Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA), Juris Doctor (J.D.), or similar accreditation.
• Minimum of 6 years of experience in the financial services industry.
• Proven history of building, managing, and growing a book of business
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and dynamic environment.
• Strong leadership and mentoring skills.

The position offers a competitive salary, bonus, and benefits package, as well as opportunities for career growth and advancement in a leadership position.