Asset & Wealth Management – Private Wealth Management

Qualifications

• 4-6 years of relevant industry experience in a client facing role (Family office, wealth management, or other experience working with high-net-worth families, is preferred).
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.
• Strong understanding of financial and performance reporting within wealth management
• Excellent writing and communication skills and a desire to work in a team-oriented environment.
• Outstanding analytical and problem-solving skills.
• Strong attention to detail; strong logical thinker.
• Demonstrate a high degree of personal accountability, going above and beyond to ensure that services are delivered on time with a high degree of quality.
• Commitment to excellence and a high level of integrity.
• Self-motivated, and able to balance quality work while meeting short deadlines.
• Deep interest in the financial markets and good investment sense/commercial instinct
• Resourceful, self-starter, attentive to detail with great organizational skills
• Ability to work in a fast-paced environment and think clearly under pressure.
• Bachelor’s Degree required.