Wealth Management Strategist

1 day ago


Taguig, National Capital Region, Philippines Visage Executive Search Full time
Job Title:

Wealth Management Strategist

About Visage Executive Search:

Visage Executive Search is a leading recruitment agency specializing in high-level executive placements. Our team of experts has extensive experience in identifying and recruiting top talent for various industries.

Job Description:

Job Summary:

The Wealth Management Strategist will be responsible for developing and implementing strategies to drive growth, improve operational efficiency, and enhance customer satisfaction in the wealth management division.

Key Responsibilities:

  • Develop and implement strategic plans to drive business growth and improve operational efficiency
  • Collaborate with cross-functional teams to identify and prioritize initiatives that align with business objectives
  • Design and implement process improvements to increase productivity and reduce costs
  • Develop and maintain relationships with key stakeholders, including clients, partners, and internal teams
  • Monitor and analyze key performance indicators (KPIs) to measure success and make data-driven decisions
  • Identify and mitigate risks associated with business operations and develop strategies to mitigate them
  • Stay up-to-date with industry trends, best practices, and regulatory requirements to ensure compliance and competitiveness

Requirements:

  • Minimum 2 years of experience in wealth management or financial services operations, preferably in a senior leadership role
  • Proven track record of driving business growth, improving operational efficiency, and enhancing customer satisfaction
  • Strong analytical and problem-solving skills, with ability to collect and analyze data to inform business decisions
  • Excellent communication and interpersonal skills, with ability to build and maintain relationships with diverse stakeholders
  • Ability to work independently and as part of a team, with a strong focus on collaboration and stakeholder engagement
  • Experience working in a fast-paced environment with multiple priorities and deadlines
  • Bachelor's degree in Finance, Business Administration, or related field; advanced degree preferred

Compensation and Benefits:

The estimated salary range for this position is $120,000 - $180,000 per year, depending on experience and qualifications. Additionally, we offer a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) matching, and paid time off.

About the Ideal Candidate:

We are seeking a highly motivated and experienced professional who can lead our wealth management team and drive business growth. The ideal candidate will have a proven track record of success in wealth management or financial services operations, excellent analytical and communication skills, and the ability to work effectively in a fast-paced environment.



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