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.
Wealth Manager은 다양한 업무 및 책임을 이행할 수 있어야 합니다. 다음은 Wealth Manager이 실행할 수 있어야 하는 몇 가지 업무 및 책임입니다.
- 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
경쟁력 있는 Wealth Manager은 다음을 포함한 특정 기술과 자격을 갖추고 있습니다.
- 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
