Wealth Manager
Full Time posted 2 weeks agoJob Description
INDUSTRY: Finance
SUMMARY:
Join Merit Services client in financial and wealth management services, as a Wealth Manager in Vancouver. This exciting opportunity allows you to play a crucial role in helping clients achieve their financial goals and secure their financial future As a Wealth Manager, you will be responsible for our clients’ financial well-being while advancing your career in the dynamic and rewarding field of wealth management.
RESPONSIBILITIES:
- Provide comprehensive wealth management services to clients, including investment portfolio management, financial planning, and estate planning.
- Conduct in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences.
- Develop and implement tailored investment strategies aligned with clients’ objectives and risk profiles.
- Monitor investment performance, conduct regular portfolio reviews, and make adjustments as necessary.
- Provide expert advice on retirement planning, tax optimization, and wealth preservation strategies.
- Collaborate with internal and external professionals, such as tax advisors and legal counsel, to provide holistic financial solutions.
- Build and maintain strong client relationships through regular communication and proactive service.
- Stay updated on market trends, economic developments, and regulatory changes to provide informed advice to clients.
- Actively seek opportunities for business development and client acquisition to grow the wealth management practice.
QUALIFICATIONS:
- Bachelor’s degree in finance, economics, or a related field. Advanced degrees such as MBA or CFP are advantageous.
- Minimum of five years of experience in wealth management, investment advisory, or related roles.
- Strong knowledge of investment products, financial markets, and wealth management strategies.
- Proven track record in developing and implementing successful investment strategies.
- Excellent communication and interpersonal skills to build rapport and trust with clients.
- Demonstrated ability to analyze complex financial situations and provide tailored solutions.
- Strong understanding of tax, estate planning, and retirement strategies.
- Relevant certifications such as CFA, CFP, or CIM are highly desirable.
- Proficiency in financial planning software and tools
BENEFITS
- Competitive compensation and benefits package commensurate with experience and performance.
- Opportunities for professional development and continuous learning.
- Supportive work environment that fosters collaboration and growth.
- Access to a wide range of financial resources and tools to support client management.
- Opportunity to work with a diverse portfolio of clients and contribute to their financial success.
- Work-life balance with flexible scheduling options.
Contact us today to explore new opportunities, or connect with us on LinkedIn for the latest updates.
