360 Search are working with are working with a reputable boutique brokerage with over 20 years industry experience.
Responsibilities:
- Develop and implement customized investment strategies for high net-worth clients.
- Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.
- Manage client portfolios and assets under management, including investment selection, asset allocation, and rebalancing.
- Conduct ongoing portfolio reviews and make necessary adjustments to ensure alignment with clients’ goals and objectives.
- Stay current on industry trends and developments, as well as regulatory changes, to ensure compliance with all applicable laws and regulations.
Qualifications:
- QFA minimum
- Bachelor’s degree in finance, economics, or related field.
- Minimum of 3 years of experience in financial planning and investment management, with a proven track record of success managing high net-worth clients.
- Strong understanding of investment products and financial planning strategies.
- Excellent communication skills, both verbal and written.
- Ability to work independently and collaboratively in a team environment.
- Strong attention to detail and ability to manage multiple priorities.
- Ability to maintain client confidentiality and trust.