Senior Investment Strategist - Wealth Management
- Zug, Switzerland
- Full Time
- 5 Day Week
UP TO $ 10,000 / month
Zug Real Estate Group in Zug is currently seeking a dynamic and experienced professional to join our team as a Senior Investment Strategist - Wealth Management. We are looking for someone with a strong background in financial analysis, asset management, and wealth planning to help drive our firm's investment strategies to new heights.
Responsibilities:
- Lead the development and implementation of comprehensive wealth management strategies for high-net-worth clients.
- Analyze market trends and investment opportunities to provide tailored investment advice.
- Collaborate with portfolio managers and financial advisors to optimize client portfolios.
- Monitor and evaluate investment performance and risk management strategies.
- Provide exceptional client service and build long-lasting relationships.
Requirements:
- Bachelor’s degree in Finance, Economics, or related field; MBA or CFA preferred.
- Proven experience in wealth management, asset allocation, and financial planning.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills.
- Ability to thrive in a fast-paced, dynamic environment.
If you are a seasoned professional looking to make a significant impact in the world of wealth management, we invite you to apply for the Senior Investment Strategist position at Zug Real Estate Group. Join us in shaping the future of finance and investment for our prestigious clientele.
About the Employer
Last Updated on March 21, 2024
Expiring On September 21, 2024
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