GateSource HR is partnering with a US-based investment fund specializing in investments and income strategies. Our client's team is dedicated to providing tailored financial solutions to private and institutional clients internationally, and we are seeking an experienced Wealth Manager to join this dynamic team.
As a Wealth Manager, you will play a crucial role in designing customized financial strategies for existing and prospective clients.
Your responsibilities will include:
- Conducting market, product, and client analysis to understand investment objectives.
- Collaborating with an integrated team to create customized solutions based on clients' risk/return profiles.
- Interacting directly with clients and reporting to senior management.
- Engaging in new business development and identifying opportunities within the current book of business.
- Establishing and maintaining relationships with key external strategic partners.
Requirements
The ideal candidate must possess:
- A Bachelor’s degree in Business, Finance, Accounting, and/or Economics or equivalent experience.
- Minimum 3 years of industry-related experience.
- A unique blend of interpersonal and analytical skills.
- Genuine interest in financial markets and macro-level economic trends.
- Self-starter with a strong sense of ownership, positive professional attitude, and demeanor.
- Ability to problem-solve, take responsibility, demonstrate personal integrity, and handle highly confidential information on a daily basis.
- Effective communication skills to interact confidently with both clients and internal teams.
Benefits
- Full remote or office-based position
- Package to be discussed based on candidate experience.
