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Crossing Hurdles

Financial Analyst

Crossing Hurdles

Posted

last week

Remote

Remote

USD 2K

Mid Level

Contract

Match

Skills

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Industry

Sema

Sema Summary

The role involves providing expert personal finance and wealth management guidance to clients. Candidates are expected to design investment portfolios and financial strategies based on client objectives.

About Company

Crossing Hurdles specializes in recruitment consulting and aims to help companies hire better talent in various sectors.

Core Requirements

  • Strong experience in wealth management
  • Ability to design investment portfolios
  • Experience with HNW and UHNW clients
  • Strong analytical skills
  • Excellent communication skills

Responsibilities

  • Deliver personalized financial advice to clients.
  • Design and manage client investment portfolios.
  • Apply practical experience to enhance advisory solutions.
  • Provide feedback to research teams.
  • Translate complex financial situations for clients.
  • Demonstrate communication skills in advisory contexts.
  • Maintain professionalism and client-first service.

Must Have skills

FinanceAnalytical skillsCommunicationClient managementInvestment strategy

Job Keywords

Financial AnalystWealth ManagementInvestment AdvisoryRemote WorkClient Services

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