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Financial Expertise Specialist
17 hours ago
**Job Summary**
We are seeking a skilled Financial Analyst to join our Private Wealth Management team.
The ideal candidate will have experience working in a relevant field, proficient skills in MS Office (Excel, PowerPoint, Word, Outlook), and excellent communication skills.
Main Responsibilities:
- Support Private Wealth Advisors in implementing wealth management strategies for clients.
- Prepare marketing materials for prospective clients highlighting equity, fixed income, and alternative investment opportunities.
- Analyze portfolios for risk and return characteristics, executing rebalancing as needed.
- Research investment vehicles for client asset allocation, staying informed about market developments.
- Collaborate with teams across Investment Management to address client needs.
- Provide exceptional client service and support.
Requirements:
- Bachelor's degree
- Fluent English language skills required
- Relevant work experience preferred
- Strong organizational skills, attention to detail, and ability to manage multiple projects.
- Ability to work in a fast-paced environment, adapt quickly to changing industries and businesses.
- Integrity, ethical standards, and sound judgment.
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