Senior Manager - Wealth Management - Advisory Services (2-3 yrs)

Senior Manager - Wealth Management (Advisory)

Responsibilities:

Research:

- Track the performance of invested funds.

- Attend fund manager calls to reconcile internal research with their opinions and understand the framework.

Financial Planning:

- Develop financial plans and deliver presentations to clients as needed.

- Collaborate with team leaders to gather data.

- Maintain and update client data, and revise plans annually or as needed in response to significant changes.

Client Service:

- Obtain necessary documents and supplementary information from clients or team leaders during onboarding.

- Conduct purchase cost analyses upon request.

- Conduct regular meetings with clients and address their inquiries and resolve issues as needed.