Wealth Manager Duties & Responsibilities

The role and function of a Wealth Manager includes the following duties and responsibilities:

  • Advising clients on financial products and services.
  • Buying and selling stock on behalf of the client.
  • Providing tax planning services.
  • Providing estate planning services.
  • Managing investments.
  • Conducting planning services.

Note that this is not an exhaustive list of Wealth Manager duties and responsibilities. Job functions for specific Wealth Manager roles may vary, depending on the industry and type of employer.

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