Job details
Bachelor's degree infinance, Business Administration, or related field;Master's degree or professional certification (e.g., CAACCA, CPA) preferred.Minimum of 4years of experience in wealth management, financial planning, orrelated field, with specific experience working with high-net-worthindividuals and families.Excellentcommunication and interpersonal skills, with the ability to buildrapport and trust with clients andcolleagues.Proficiency in MicrosoftOffice suite and financial management software (e.g., Excel, CRMsystems, Zoho, Quickbooks).Provenability to prioritize tasks, manage multiple projectssimultaneously, and meet deadlines in a fast-pacedenvironment.Attention to detail andcommitment to maintaining the highest standards of accuracy andprofessionalism. INT
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