Seeking a highly driven Wealth Manager to manage high-net-worth clients, providing them with tailored financial planning and investment solutions.

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• Build and maintain relationships with HNW clients
• Develop customized investment and financial plans
• Cross-sell financial products and services
• Monitor client portfolios and adjust based on financial goals and market conditions
• Ensure compliance with financial regulations and internal policies
   

• Bachelor's degree in Finance, Economics, or a related field
• 5-7 years’ experience in wealth or asset management
• Strong understanding of investment vehicles and markets
• Excellent client relationship management skills