Financial Portfolio Strategist

Job Overview

Wealth managers play a crucial role in helping high net worth individuals and families achieve their financial goals.

Key Responsibilities

Acquire new clients and manage existing client portfolios by providing tailored investment solutions and ongoing portfolio management.

Conduct annual reviews, maintain consistent client communication, identify market opportunities and rebalance portfolios as needed.

Requirements include a Bachelor's degree in Finance, Investments, Economics or a related field, professional designation (CFP, CFA or CIMA) and wealth management experience at a leading