Wealth Management Specialist
2 weeks ago
Role Overview:
Hebden Consulting is seeking a skilled Wealth Manager to join their global team. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.
Key Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
- Financial Planning: Develop and implement comprehensive financial plans encompassing retirement, tax, estate planning, and more.
- Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by Hebden Consulting.
- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
- Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.
Qualifications:
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
- Experience: 5-7 years of experience in wealth management with a transferable international client base.
- Skills:
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Proven ability to build and maintain relationships with affluent clients.
- Proficiency in using financial planning and portfolio management tools.
- Ability to work independently and as part of a team.
- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the international markets.
- Language: Fluency in English is required.
What Hebden Consulting Offers:
- Competitive package with attractive income retention.
- Comprehensive benefits with long-term incentives.
- Opportunities for professional growth and development.
- A collaborative and innovative work environment.
- Access to cutting-edge digital tools and platforms.
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