Senior Wealth Assistant - Bellville - Financial Services

Senior Wealth Assistant Location: Bellville CT

Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and financial planning needs.

Responsibilities

Support the Wealth Manager in all aspects of client relationship management, including new client onboarding, account maintenance, and ongoing client communication.

Conduct thorough financial analysis and prepare comprehensive financial plans for clients.

Collaborate with the Wealth Manager to develop custom investment strategies and asset allocation recommendations.

Assist in monitoring client portfolios and conducting regular reviews to ensure alignment with financial goals.

Coordinate with internal and external partners to execute client transactions and resolve any issues or concerns.

Stay up-to-date on industry trends, regulations, and best practices in wealth management.

Qualifications

NQF 5&6 in Wealth Management

Minimum of 3-5 years of experience in an investment space

Strong analytical and problem-solving skills.

Excellent communication and interpersonal abilities.

Detail-oriented and organized with the ability to handle multiple priorities.

This is an excellent opportunity for a driven and experienced professional to take on a challenging and rewarding role in the wealth management industry. If you meet the qualifications and are ready to contribute to our client's team success, we would love to hear from you. Apply now to join our client's team as a Senior Wealth Assistant.

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Should you not hear back from us within 3-5 Days, please deem your application as unsuccessful, and we will reach out with a more suitable role should one become available!

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