Full-time

Atlanta Georgia United States

No

Company: Augmentjobs
Location: [Specify Location]
Salary Range: $137,000 - $154,000
Experience Level: 6 to 9 years

Position Overview:

As a Senior Financial Analyst - Wealth Management at Augmentjobs, you will be instrumental in providing high-net-worth clients with exceptional financial planning and investment management services. This role requires a deep understanding of wealth management strategies, financial markets, and client relationship management. You will work closely with senior management to develop and implement investment strategies that align with clients' financial goals and risk tolerance.

Key Responsibilities:

• Investment Analysis and Strategy:

  • Conduct comprehensive analysis of investment opportunities and market trends.

  • Develop and recommend investment strategies tailored to clients' financial objectives and risk profiles.

  • Monitor and evaluate the performance of client portfolios and adjust strategies as needed.

• Client Relationship Management:

  • Serve as the primary point of contact for high-net-worth clients, addressing their financial needs and concerns.

  • Prepare and present detailed financial reports and investment performance reviews to clients.

  • Build and maintain strong relationships with clients to enhance satisfaction and retention.

• Financial Planning:

  • Assist clients in developing comprehensive financial plans, including retirement, estate, and tax planning.

  • Collaborate with other financial professionals (e.g., tax advisors, estate planners) to ensure a holistic approach to wealth management.

• Market Research and Reporting:

  • Stay abreast of market trends, economic developments, and regulatory changes that may impact client portfolios.

  • Produce regular market research reports and investment recommendations for internal and external stakeholders.

• Compliance and Risk Management:

  • Ensure compliance with regulatory requirements and internal policies related to investment management and client interactions.

  • Assess and manage risks associated with investment strategies and client portfolios.

• Team Collaboration:

  • Work closely with other financial analysts and wealth management professionals to provide integrated solutions for clients.

  • Participate in team meetings and contribute to the development of new investment strategies and services.

Required Skills and Qualifications:

• Education:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.

  • Professional certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) preferred.

• Experience:

  • 6 to 9 years of experience in financial analysis, wealth management, or a related field.

  • Proven track record of managing high-net-worth client portfolios and providing investment advice.

• Technical Skills:

  • Strong proficiency in financial modeling, investment analysis, and portfolio management.

  • Advanced knowledge of financial software and tools (e.g., Bloomberg, Morningstar, Excel).

• Analytical Skills:

  • Exceptional analytical and problem-solving skills with the ability to interpret complex financial data.

  • Ability to develop and implement effective investment strategies based on market research.

• Communication Skills:

  • Excellent verbal and written communication skills, with the ability to present financial information clearly and effectively.

  • Strong interpersonal skills with the ability to build and maintain client relationships.

• Attention to Detail:

  • High level of accuracy and attention to detail in financial analysis and reporting.

• Regulatory Knowledge:

  • Understanding of regulatory requirements and industry best practices related to wealth management.

Working Conditions:

• Full-time position based in [Specify Location].

• Potential for occasional travel to meet with clients or attend industry events.

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Augmentjobs is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.