Chief Financial Partner/Wealth Advisor - Portfolio Management (8-18 yrs)

Roles and Responsibilities :

- Provide expert investment advice to clients, creating strategies to achieve their financial goals.

- Manage client investment portfolios, regularly reviewing and adjusting them to maximize returns and minimize risks.

- Conduct in-depth financial analyses and market research to inform investment decisions.

- Develop personalised financial plans for clients, including savings, investments, insurance, and retirement planning.

- Assess the financial risk profiles of clients and recommend appropriate actions to mitigate potential risks.

- Maintain and grow a robust client base by building strong, lasting relationships with clients.

- Keep clients informed about their investments and respond to their questions and concerns promptly.

- Stay updated with regulatory changes, ensuring compliance in all financial activities and client interactions.

Qualifications and Skills :

- Relevant 9 - 18 years of experience in wealth management, investment management, or a related field.

- Strong proficiency in investment management (Mandatory skill) to develop effective investment strategies for clients.

- Proven expertise in portfolio management (Mandatory skill) to manage and optimize client portfolios for maximum returns.

- Solid understanding of financial planning to provide comprehensive financial advice to clients.

- Excellent skills in risk assessment to identify potential risks and develop mitigation strategies.

- Exceptional client relationship management abilities to maintain and grow client relationships.

- Ability to conduct thorough market analysis to stay updated on financial trends and market conditions.

- Outstanding communication and interpersonal skills for effective client interactions and presentations.

- Advanced proficiency in financial software and Microsoft Office suite, plus a keen ability to learn new tools.