Finance Manager
Crossing Hurdles
Posted
last week
Remote
Remote
USD 40K
Mid Level
Contract
Sema Summary
The Finance Manager role focuses on providing personal finance and wealth management guidance. The position requires experience in designing and managing investment portfolios for diverse clients.
About Company
Crossing Hurdles specializes in customized recruitment and staffing solutions to connect organizations with top-tier talent. They aim to help clients find candidates who align with their culture while fostering candidates' long-term career growth.
Core Requirements
- Experience in private wealth management.
- Ability to design personal investment portfolios.
- Experience with diverse client segments.
- Strong analytical and communication skills.
- Ability to work remotely in a collaborative environment.
Responsibilities
- Provide personal finance and wealth management guidance.
- Design and manage portfolio construction strategies.
- Improve AI-driven advisory solutions.
- Translate financial scenarios into recommendations.
- Demonstrate professional communication skills.
- Uphold client confidentiality and ethical standards.
- Work independently in a fast-paced remote environment.
Must Have skills
Job Keywords
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