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Wealth Management Specialist

hace 2 semanas

Lima Metropolitana, Perú Scotiabank A tiempo completo

Role Summary

The Senior Private Banker will be responsible for building and maintaining strong relationships with high net worth clients, developing and implementing comprehensive financial plans, and managing investment portfolios. This role requires excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment and manage multiple priorities.

Responsibilities

  • Client Relationship Management:
    • Identify and pursue new business opportunities through referrals, networking, and market research.
    • Develop and maintain strong relationships with existing clients, understanding their financial goals and objectives.
    • Communicate effectively with clients to understand their needs and preferences.
  • Financial Planning and Advice:
    • Develop and implement personalized financial plans to meet the unique needs of each client.
    • Provide expert advice on complex financial matters, including investments, credit, and wealth planning.
    • Analyze client data to identify trends and opportunities for growth.
  • Portfolio Management:
    • Manage investment portfolios to maximize returns while minimizing risk.
    • Monitor and adjust portfolios as needed to reflect changes in market conditions or client objectives.
  • Team Collaboration:
    • Work collaboratively with internal teams to ensure seamless delivery of services and solutions to clients.
    • Participate in cross-functional meetings to discuss client needs and develop strategies for growth.