What are the responsibilities and job description for the High Net Worth Specialist position at VirtualVocations?
A company is looking for a High Net Worth Specialist.Key ResponsibilitiesDrive sales of High Net Worth solutions across the platformProvide expertise in private markets, structured investments, and investment managementCollaborate with advisors on case design and portfolio strategyRequired Qualifications5 years of experience in wealth management, preferably in advisory or alternative investmentsBachelor's degree or equivalent work experienceSeries 7, 65 / 66 required; professional designations (CIMA, CFP, CPWA) are a plusStrong relationship and consultative management skillsExcellent presentation skills and ability to establish relationships with various stakeholders
