My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply!
Responsibilities:
- Put together asset allocation reports for clients
- Review and put together investment proposals for clients
- Produce wealth management proposals and reports for clients
- Produce cash flow reports for clients
- Put together meeting packs for wealth management clients
- Review Record of Advice documents and other documents to accompany proposals
- Streamline, develop and review all reporting and proposal documents
- Implement changes and other instructions
Requirements: - Must have a Bachelor's degree in finance, accounting, economics
- Must have 3-5 years experience in financial planning, previous investment research and portfolio analysis experience
- Must be a Holder of or working towards a CFP certification
- Strong Microsoft Office suite (excel) knowledge
- Strong product, tax, wealth management and financial planning knowledge
- Must be analytical and a problem-solver
- Excellent verbal and written communication skills
- Previous experience working with Morningstar, Xplan or Elite Wealth
Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.
