The Private Wealth Management Director is responsible for managing and growing a portfolio of high-net-worth clients. This role involves providing personalized financial advice, developing investment strategies, and ensuring client satisfaction. The director will also be responsible for business development and expanding the client base.
Key Responsibilities:
* Develop and implement financial plans for high-net-worth clients.
* Manage investment portfolios and provide ongoing advice.
* Build and maintain strong client relationships.
* Identify and pursue new business opportunities.
* Ensure compliance with regulatory requirements.
Required Skills:
* Strong financial planning and investment management skills.
* Excellent communication and interpersonal abilities.
* In-depth knowledge of financial markets.
* Proven track record in client relationship management.
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