Senior Wealth Manager

Blue Berry Asia is looking for Senior Wealth Manager to join our dynamic team and embark on a rewarding career journey.We are seeking a dedicated and experienced Wealth Manager to join our financial services team. As a Wealth Manager, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families. Your expertise in wealth management, financial analysis, and client relationship management will contribute to helping clients achieve their financial goals and secure their financial future.Key Responsibilities:1. Client Relationship Management:Build and maintain strong relationships with high-net-worth clients by understanding their financial needs, goals, and risk tolerance.Provide personalized financial advice and solutions tailored to each client's unique circumstances.2. Financial Planning:Conduct comprehensive financial assessments and create customized financial plans that encompass investment strategies, retirement planning, tax optimization, estate planning, and wealth preservation.3. Investment Management:Develop and manage investment portfolios aligned with clients' objectives and risk profiles.Monitor market trends, economic indicators, and investment performance to make informed recommendations.4. Risk Assessment and Management:Evaluate clients' financial risks and develop strategies to mitigate potential vulnerabilities.Provide guidance on risk management, insurance coverage, and asset protection.5. Retirement and Estate Planning:Assist clients in planning for their retirement by creating strategies for wealth distribution and sustainable income streams.Collaborate with legal professionals to ensure comprehensive estate planning and asset distribution.6. Financial Education:Educate clients about investment options, market trends, and financial planning strategies to empower them to make informed decisions.7. Business Development:Acquire new clients through networking, referrals, and business development activities.Expand the firm's client base and assets under management.8. Market Research:Stay updated on financial market trends, economic developments, and investment opportunities.9. Compliance and Regulations:Adhere to industry regulations, ethical standards, and compliance guidelines in all client interactions and recommendations.10. Performance Reporting:Provide regular performance reports to clients, detailing investment performance, portfolio updates, and progress toward financial goals.