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The Role of a Wealth Manager
A specialist in managing and enhancing clients’ personal or business assets, they are also responsible for wealth transfer following events such as death or the sale of a business. They help clients optimise their property investments and avoid legal or tax issues.
Duties of a Wealth Manager
They advise clients from a legal, economic, and tax perspective on the wealth management strategy best suited to their situation, objectives, and the level of risk they are willing to take.
Skills and Qualities of a Wealth Manager
- Strong knowledge of law, taxation, economics, and real estate
- Good listening skills
- Availability and responsiveness
- Autonomy