Wealth Management Analyst

What role you will play in team
Collaborate with a team of financial professionals to provide high
net
worth clients comprehensive wealth management services
Your analytical skills will contribute to developing customized strategies
What you will do
Analyze client financial information
conduct market research
and prepare financial plans
This involves coordinating with other departments to ensure seamless service delivery
Key responsibility
Analyze client financial information to understand their needs and goals
Prepare comprehensive financial plans that incorporate investment strategies
risk management
and tax planning
Conduct market research to identify suitable investment opportunities
Monitor client portfolios and make adjustments as needed
Prepare regular reports for clients on portfolio performance
Maintain strong client relationships
Required Qualification and Skills
Bachelor
s degree in Finance
Economics
or a related field
Strong analytical and problem
solving skills
Excellent communication and interpersonal skills
Proficiency in financial planning software
Understanding of investment products and strategies
Series 7 and 66 licenses
or equivalent

Benefits Included
Competitive salary and benefits package
Opportunities for professional development and advancement
Mentorship program from experienced professionals
Collaborative and supportive work environment
A Day in the Life
You
ll analyze financial data
create financial plans
meet with clients
and collaborate with your team to ensure client success