Job Summary
Provide comprehensive wealth management services to high-net-worth individuals, families, and institutions, helping them achieve their financial goals and objectives.
Key Responsibilities
1. Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and expectations.
2. Financial Planning: Develop and implement comprehensive financial plans, including investment, tax, estate, and retirement planning.
3. Investment Management: Manage client investment portfolios, including asset allocation, security selection, and portfolio rebalancing.
4. Wealth Protection: Provide guidance on wealth protection strategies, including insurance, estate planning, and asset protection.
5. Retirement Planning: Help clients plan for retirement, including creating sustainable income streams and optimizing retirement accounts.