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FAQ
What Does a Wealth Manager Do?
A Wealth Manager is responsible for building and protecting wealth for ultra-high-net-worth individuals. These licensed professionals design and implement comprehensive investment and financial strategies for portfolio management, tax and retirement planning, charitable giving, and other aspects of a client’s financial picture.
How Can You Measure a Wealth Manager’s Performance?
To measure a Wealth Manager’s performance, you can always look at your investment returns and net worth. Check whether these are in line with the targets you previously agreed on.
If you’re looking for specific KPIs, you can measure the Sharpe ratio of their portfolio, which compares investment returns with risk. You can also calculate your compound annual growth rate to determine returns on investment for your portfolio.
What Experience Should a Wealth Manager Have?
The candidate should have extensive experience in developing and managing investment portfolios and other financial matters. In particular, they should specialize in doing so for ultra-high-net-worth individuals and families.
It’s also important that a Wealth Manager has experience analyzing financial markets and buying and selling securities and other assets. They should also be able to work as part of a team to help clients achieve financial goals.
Comparing a Wealth Manager vs. a Financial Advisor
A financial advisor is someone who advises clients on a wide range of financial matters. These might include investments, budgeting, tax planning, and saving for retirement.
Wealth managers have a very similar job description as financial advisors, except that their work is only with high-net-worth and ultra-high-net-worth individuals and families. This sometimes requires broader knowledge about legal and regulatory matters as well.
Why Work With a Wealth Manager Recruitment Agency?
As one of the top Wealth Manager recruitment agencies in the nation, we provide access to exclusive referral-based talent. In doing so, we ensure quick and confidential placements for ultra-high-net-worth individuals and families looking to hire a Wealth Manager.
Taking a consultative approach, we offer decades worth of expertise and a highly individualized experience that meets every client’s specific needs and preferences.
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