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Wealth Manager
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Wealth Managers help clients manage their money, preserve wealth and plan for the future. They may work for wealth management companies, financial institutions or investment firms. By excelling at the duties outlined in the job description of a Wealth Manager, they deliver the best possible service to their clients, contributing to customer retention and satisfaction rates.
A Wealth Manager, or Wealth Management Professional, provides a wide range of services to help high-net-worth individuals manage their finances. If you’re hiring a Wealth Manager, the top duties to consider listing in your Wealth Manager job description may include providing investment advice, compiling reports and assisting with charitable giving, tax and estate planning.
Un Wealth Manager debe ser capaz de cumplir con varias funciones y responsabilidades. Las siguientes son algunas funciones y responsabilidades que un Wealth Manager debe ser capaz de ejecutar:
- Conducting interviews to uncover clients’ financial goals and needs
- Identifying clients’ financial risks and developing strategies to mitigate them
- Recommending investment, insurance and banking products
- Monitoring investment performance and managing portfolios
- Setting up and managing trusts
- Creating plans for transferring wealth to heirs and/or charitable organizations
Un Wealth Manager competitivo tendrá ciertas habilidades y calificaciones, incluyendo:
- Expertise in finance, investing, insurance, estate planning, trusts, banking and taxes
- Analytical, critical thinking and problem-solving skills to interpret complex financial information and develop financial strategies
- Strong communication and interpersonal skills to demonstrate knowledge and foster client trust
- Computer skills to use customer relationship management, spreadsheet, financial analysis, presentation, word processing and other software programs
- Up-to-date knowledge of laws and regulations related to banking, investments, insurance, taxation and estate planning
Si estás buscando personal para puestos relacionados con Wealth Manager, consulta nuestras descripciones de puestos para puestos similares:
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