360 Search are working with are working with a reputable boutique brokerage with over 20 years industry experience. Our client specialises in in a diverse range of portfolios with a focus on connecting their customers with their money and getting goal orientated results. This is an opportunity to provide the right candidate with a channel of reoccurring business to develop through new and existing leads and take autonomy of this pipeline.
Responsibilities:
* Develop and implement customized investment strategies for high net-worth clients.
* Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.
* Manage client portfolios and assets under management, including investment selection, asset allocation, and rebalancing.
* Conduct ongoing portfolio reviews and make necessary adjustments to ensure alignment with clients' goals and objectives.
* Serve as the primary point of contact for clients and maintain ongoing communication to ensure their financial goals are being met.
* Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice.
* Stay current on industry trends and developments, as well as regulatory changes, to ensure compliance with all applicable laws and regulations.
Qualifications:
* Certified Financial Planner (CFP) designation preferred.
* Bachelor's degree in finance, economics, or related field.
* Minimum of 5 years of experience in financial planning and investment management, with a proven track record of success managing high net-worth clients.
* Strong understanding of investment products and financial planning strategies.
* Excellent communication skills, both verbal and written.
* Ability to work independently and collaboratively in a team environment.
* Strong attention to detail and ability to manage multiple priorities.
* Ability to maintain client confidentiality and trust.