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.
O que um Wealth Manager faz?
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.
Responsabilidades
Um Wealth Manager deve ser capaz de cumprir vários deveres e responsabilidades. A seguir estão alguns deveres e responsabilidades que um Wealth Manager deve ser capaz de executar:
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
Habilidades necessárias
Um Wealth Manager competitivo terá certas habilidades e qualificações, incluindo:
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
Ofertas semelhantes
Se você estiver recrutando para posições relacionadas a um Wealth Manager, veja nossas descrições de cargo para funções semelhantes:
