Wealth Wealth Management Management - - International International Private jobs
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05.04.2024
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Truist International Wealth Advisor II United States, Florida
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be...
"Chief Operating Officer" and "Chief Investment Officer” of the PWM team. Primary point of contact for select client relationships. Resource to multiple PWAs in supporting client relationships for the team....
Provides administrative support in a complex team environment to a senior executive. Coordinates complex, senior-level internal/ external meetings and conference calls. Handles a high volume of phones calls and interacts...
Managing a series of alternative investment funds and related investment vehicles. Facilitating portfolio allocations and investment closing logistics. Monitoring and maintaining compliance with credit facilities. Preparing/writing investor correspondence, fund performance...
Build financial models to forecast earnings and for scenario analysis. Focus on management of the liability side of the balance sheet and financing initiatives. Collaborate with technology and engineering teams...
Manage a 2 person team. Provide advice to the business on live queries and/or transactions. Conducting trading and suitability surveillance. Providing Compliance input in product design and approvals. Development and...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be...
Expoint provides world-class wealth management services for high-net-worth individuals and corporate clients in the tech industry. Our experienced wealth managers are passionate about crafting individualized strategies and providing tailored solutions that help our clients achieve their long-term financial objectives.
Our international private wealth management services focus on portfolio strategy, asset allocation, investment selection, and risk management. Our team of experienced advisors includes financial experts in taxation, estate planning, and retirement planning. Together, we create a comprehensive plan to help our clients safeguard and build their wealth.
At Expoint, we go beyond traditional approaches to wealth management. We routinely monitor our clients' investments and provide value-added services such as cash flow projections and charitable giving programs. We also help our clients explore potential opportunities for growth, such as early-stage investments in tech startups and private placements.
Expoint takes a global perspective and capitalizes on a wealth of experience and expertise gained through our network of well-established partners around the world. We stay abreast of developments in the tech industry and use our knowledge and insight to create highly customized plans for our clients.
At Expoint, we take pride in our commitment to our clients' success. We provide highly personalized support to ensure that our clients' financial goals are met. We strive to create a climate of trust and to provide our clients with comprehensive, affordable strategies for generating long-term wealth.