Wealth Optimization Expert

3 days ago


Taguig, National Capital Region, Philippines W Group Full time

Take your career to the next level as a Wealth Optimization Expert at W Group.

About the Role

In this position, you'll develop and implement investment strategies to optimize wealth creation.

A strong understanding of market analysis, risk assessment, and regulatory compliance is essential.

A minimum of three years of experience in investment banking, capital markets, or a related field is required.

Responsibilities
  • Develop and implement investment strategies to optimize wealth creation.
  • Conduct market research to identify potential investment opportunities.
  • Provide expert advice on investment strategies and portfolio management.
  • Evaluate external consultants and advisors to ensure they meet the company's standards.
  • Maintain effective communication with company executives and external service providers.
  • Ensure adherence to investment policies, guidelines, and regulatory requirements.
Benefits

As a member of our team, you'll enjoy a dynamic work environment and opportunities for growth and development.



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