Wealth Manager

The Wealth Manager at Seven Capitals will be responsible for providing clients with comprehensive financial advice and planning services. This includes establishing and maintaining long-term relationships with clients, conducting detailed assessments of their financial situations, offering guidance on investment strategies, recommending appropriate products based on client goals, and actively prospecting for new clients. The ideal candidate will have a Bachelor's degree in Finance or related field, 3-4 years of experience in financial advisory or wealth management, professional certifications such as CFP or CFA, strong knowledge of financial products and investment strategies, excellent communication skills, and the ability to develop personalized financial plans.

Key Job Requirements:

• 3-4 years of experience as a Financial Advisor or in financial planning, investment advisory, or wealth management.

• Strong knowledge of financial products & investment strategies
• Excellent interpersonal and communication skills
• Ability to explain complex financial concepts clearly
• Client acquisition and business development skills

• Senior

• Financial Advisor
• Wealth Management