Job Overview
A forex company is hiring a Global Wealth and Asset Management Director to oversee strategic wealth advisory for institutional clients and high-net-worth individuals. This role involves optimizing investment portfolios, ensuring regulatory compliance, and developing asset management solutions.
You will collaborate with financial advisors, investment strategists, and portfolio managers to refine wealth planning strategies. This position is crucial for maximizing client wealth growth and risk-adjusted returns.
Responsibilities:
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Develop global wealth management strategies.
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Optimize asset allocation for institutional clients.
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Ensure compliance with investment advisory regulations.
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Work with asset managers to refine portfolio risk strategies.
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Monitor financial market trends impacting wealth planning.
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Improve investment modeling techniques.
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Stay updated on advancements in wealth management solutions.
What You’ll Bring:
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Strong expertise in asset management and wealth advisory.
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Experience in investment consulting for high-net-worth individuals.
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Analytical skills for portfolio optimization.
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Knowledge of financial regulations in asset management.
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Strong leadership and client advisory abilities.
Qualifications:
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Bachelor’s degree in Finance, Business, or related field.
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7+ years of experience in wealth management.
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Certifications in CFA, investment management, or financial planning preferred.
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Proficiency in wealth management software and portfolio analytics.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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