Wealth Managers

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  • 800,000

    Employers Worldwide

  • 1 Million

    Paid Invoices

  • $250 Million

    Paid to Freelancers

  • 100% Customer Satisfaction Rate Based on 43 reviews

Top Wealth Managers

  • View Service Offered By Top Rated Guru

    Top Rated Guru
    Member

    Wealth Manager

    Dhaka, Dhaka, Bangladesh

    3,785/year ·
    • Wealth Management
    • Accounting
    • Banking Industry
    • Bookkeeping
    • Business Services
    • Company Profile
    • Cost Accounting
    • Financial Audits
    • Financial Planning
    • Financial Securities

    Accounting and Finance

    University degree in Accounting and Business Study.  HI, WELCOME HERE! I am professional accountant and bookkeeper in QuickBooks Online and Xero with over last four years accounting and bookkeeping experience in a multinational company after finished my graduation on Accounting. I am an expert in Quickbooks Online and Xero by successfully done some projects in offline and gained confidence to move onward. I will do accounting and bookkeeping.  In this Gig you will get the following service: Sett... View more

  • View Service Offered By Muhammad Qasim Rasheed

    Muhammad Qasim Rasheed
    Member

    Wealth Manager

    Muzaffarabad, Azad Kashmir, Pakistan

    2,160/year ·
    • Wealth Management
    • Accounting
    • Accounts Payable
    • Accounts Receivable
    • Banking Industry
    • Bookkeeping
    • Collections
    • Cost Accounting
    • Feasibility Studies
    • Financial Analysis

    Bookkeeper

    I will provide accurate bookkeeping services which would enable your business to gain financial stability. Some of my services are: Record financial transactions. Reconcile bank accounts. Manage bank feeds. Handle accounts receivable. Handle accounts payable. Work with your tax preparer and assist with tax compliance. Prepare financial statements. Take on some payroll and human resource functions. Balance sheet, invoicing. Point out errors in transactional records. Ledger entries, day to day ope... View more

  • View Service Offered By Kingsley Ukwuoma

    Kingsley Ukwuoma

    Wealth Manager

    Lekki, Lagos, Nigeria

    1,088/year ·
    • Wealth Management
    • Analytics
    • Business Analysis
    • Data Management
    • Financial Analysis
    • Investment Banking
    • Risk Management
    • Stata
    • Data Analysis
    • EViews

    Business 'Data' Analytics for Management

    Workplace Analytics team hypothesized that moving the 1100 -person group from four buildings to three could improve collaboration by cutting down on the number of employees per building and by reducing the distance that staff needed to travel for meetings. I am vast in the application of data in understanding how the financial market works. I am good in company valuation and in preparing trade reports (including, equity, commodities, fixed income, foreign exchanges, exotics and derivatives) View more

  • View Service Offered By Galina Mikova

    Galina Mikova

    Wealth Manager

    Edinburgh, Scotland, United Kingdom

    125/year
    • Wealth Management
    • Article Writing
    • Blockchain
    • Business & Finance
    • Business Services
    • Business Writing
    • Content Writing
    • Cryptocurrencies
    • Data Entry
    • Editing

    Business & Finance Writer | FinTech

    HubSpot-certified writer with over 10 years of experience in the provision of tailored, high-quality web content creation, copywriting, SEO and editorial, and design services. Has worked with Fortune 500, private investment, banking, FOREX, and niche FinTech companies in the field of cybersecurity, cryptography, AI and machine learning, agencies, entrepreneurs, consultants and professional organizations. Assisted high-profile ICOs in the cryptocurrency blockchain field and tech startups with: -... View more

  • View Service Offered By palak chourasiya

    palak chourasiya

    Wealth Manager

    INDORE, Madhya Pradesh, India

    • Wealth Management
    • .NET
    • Content Writing
    • Financial Analysis
    • Financial Planning
    • Holistic
    • Human Resources Management (HR)
    • Ideation
    • Management
    • Planning

    Wealth Management, Content Writing, HR

    Wealth management is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs. View more

  • View Service Offered By Tim Sutherland 1

    Tim Sutherland 1

    Wealth Manager

    Ponte Vedra Beach, Florida, United States

    • Wealth Management
    • Business Services
    • Collaboration
    • Communication Skills
    • Customer Service
    • Decision Making
    • Interpersonal Skills
    • Leadership
    • Management
    • Microsoft Office

    Wealth Management experience 26+ years

    Innovative and experienced executive leader committed to driving internal collaboration and achieving maximum results. Actively coach elite teams of professionals and engage with key business partners to drive collaboration and streamline internal productivity. Establish solutions to pervasive problems and identify short-term and long-term performance objectives. Consistently focused on organizational success and deliver crucial team leadership to improve problem resolution and reduce operation... View more

  • View Service Offered By T Ferreira

    T Ferreira

    Wealth Manager

    Porto, Porto, Portugal

    2,376/year ·
    • Wealth Management
    • Consulting
    • Corporate
    • Corporate Finance
    • Derivatives
    • Economics
    • English Language
    • Finance
    • Financial Research
    • Management

    Financial Advisor, Planning & Consulting

    Skilled financial professional with 20 years experience in the Financial Industry, working as a Financial Adviser, Trading, Compliance, Equity Investments & Portfolio Management, Quantitative Methods & Risk Management, Derivatives & Fixed Income, Alternative Investments, Economics & Corporate Finance. Public & Private Company Valuation, Executive Summary, Pro-forma and Business Plan Expert. I will benefit you and your company if hired by you. Exceptional skills in the areas of Investor Relations... View more

  • View Service Offered By Lonilyn

    Lonilyn

    Wealth Manager

    San Pedro De Alcantara, Andalucia, Spain

    3,261/year
    • Wealth Management
    • Administrative Assistant
    • Benefits Administration
    • Business Training
    • Communication Training
    • Customer Service
    • Data Backup
    • Email
    • Employee Management
    • Employee Relations

    Customer Service B2B

    Customer service is the act of taking care of the customer's needs by providing and delivering professional, helpful, high-quality service and assistance before, during, and after the customer's requirements are met. Receiving incoming calls Admin assistant updating and creating new profiles for the customers existing and new upselling new products retaining customers handling complaints database backups auditing report attending emails View more

  • View Service Offered By Vasilis M

    Vasilis M

    Wealth Manager

    Athens, Attica, Greece

    2,100/year ·
    • Wealth Management
    • Accounting
    • Business Acquisition
    • Business Acquisition Financing
    • Business Analysis
    • Business Appraisals
    • Business Assessment
    • Business Strategy
    • Business Valuation
    • Corrective Actions

    Business Analysis

    I will support you analyze your business, research and identify your business needs and determine solutions to your specific business problems in strategy, planning, procedures and processes, marketing and finance. Basic steps for Business Analysis will include: -Enterprise analysis -Requirement planning and Management -Requirement Elicitation -Requirement analysis and Documentation -Requirement Communication -Solution Evolution and Validation. View more

  • View Service Offered By Harshhal Bandekar

    Harshhal Bandekar

    Wealth Manager

    Advalpale, Goa, India

    • Wealth Management
    • Banking Industry
    • Business Consulting
    • Consultant
    • Management
    • Microsoft
    • Microsoft Visio
    • Microsoft Word
    • Operations Management
    • Retail Sales

    Consultant for Banking and Wealth Mgmt

    MBA Professional with 9+ years of corporate experience, mostly in Banking, and Wealth management domain across software implementation and business roles Implementation role involved interaction with the operations users of banks to gather business requirement and writing solutions to accommodate those requirements in the new product Transactional understanding of Wealth Management modules, Retail Loans & Deposits and Community Banking Proficiency in MS Word, Excel, Power point and VISIO applica... View more

  • View Service Offered By Jv Valmores

    Jv Valmores

    Wealth Manager

    Paranaque, Central Luzon, Philippines

    • Wealth Management
    • Communication Skills
    • Consultant
    • Management
    • Research

    Wealth Consultant

    I'm a wealth and estate planner, certified by the Wealth Management Center for Communications and Research. If you need help setting your assets in order in the Philippines, reach out and I can share my insight ~ why pay more than you should when you can pay none at all? Scope includes: Creating Wealth, Protecting Wealth, Preserving Wealth, and general Financial Planning (Cash Flow and Net Worth) View more

  • View Service Offered By Jonathan Loeffler

    Jonathan Loeffler

    Wealth Manager

    Fort Worth, Texas, United States

    • Wealth Management
    • Finance
    • Helpdesk
    • Investment Research
    • Personal Assistant
    • Relationship Management
    • Stock Management
    • Stock Trading
    • Team Management

    Personal CFO / Wealth Advisor

    I work closely with a select group of individuals and families to help them through all phases of wealth accumulation, protection, and distribution. I work with my clients to identify financial and non-financial goals to help my clients grow and achieve true wealth. TL Private Wealth was founded with a simple belief in mind: Our client''s best interests should come before all else. This belief is at the heart of our work, our relationships and the trust our clients have placed in us. Our ability... View more

  • View Service Offered By Trevor Nelson

    Trevor Nelson

    Wealth Manager

    Raleigh, North Carolina, United States

    • Wealth Management
    • Coaching
    • Consulting
    • Forex Trading
    • International
    • Investment Modeling
    • Investor Management
    • Management
    • Training

    Forex investing and trading/Wealth man.

    Our team offers several services which include one on one coaching, Trade ideas and setups, and discretionary management of accounts. Our team of experts offers the only and the best information and knowledge regarding the forex market in the United States. We also accept international clients. If you would like to explore the most traded market in the world contact our Team of experts for a personalized plan that fits best for you. View more

  • View Service Offered By Patrick Magnusson

    Patrick Magnusson

    Wealth Manager

    Plymouth, Minnesota, United States

    • Wealth Management
    • Business Development
    • Business Modeling
    • Finance
    • Financial Modeling
    • Investment Research
    • Marketing Strategy
    • Strategic Planning

    Creating wealth via strategy and finance

    I am an experienced business and financial analyst. I am a learner, strategist and problem-solver. I will help you make your business more profitable and more competitive. My background includes launching multiple businesses, helping scale a small business to a 10X revenue increase in five years. I currently work in corporate strategy for a global Fortune 200 firm. Career: Investment Research, Corporate Finance, Product Management, Corporate Strategy & Business Development Education: MBA w/ co... View more

  • View Service Offered By NickseeFinancial

    NickseeFinancial

    Wealth Manager

    Kahibah, New South Wales, Australia

    1,063/year ·
    • Wealth Management
    • Accounting
    • Basic
    • Budget Modeling
    • Budgeting
    • Data Analysis
    • Data Audit
    • Data Entry
    • Data Mining
    • Design

    Overnight Excel

    Overnight spreadsheet creation. Efficient and user friendly spreadsheet design. I will create spreadsheets that will serve you well into the future. The basic package includes up to two printable pages with no coding. VBA coding and design, with multiple sheets are also in the skill set. My spreadsheets look great and are also designed with simplicity for the user in mind. I am a qualified Chartered Accountant with over 10 years in the financial services industry. My experience includes reporti... View more

  • View Service Offered By Decision Analytx

    Decision Analytx
    Member

    Wealth Manager

    Miranda, New South Wales, Australia

    Past Earnings
    • Wealth Management
    • Analytics
    • Computer Engineer
    • Financial Analysis
    • Financial Securities
    • Financial Services
    • Investment Management
    • Modeling
    • Profit and Loss Analysis
    • Quantitative Research

    Advanced Quantitative finance

    With R I do extreme value distribution fitting and CVAR , Expected Shortfall modelling under extremes, with Rmetrics, performanceAnalytics packages, and quantlib, I do Options trading and modelling outside the square, not just Black Scholes and Cox Ross Rubinstein Binomial option pricing, Backtest to 2007, the US options exchanges, Volatility modelling, and implied volatility rank and percentile. I have a plethora of obscure techniques and arbitrage gambits to gain an edge, they generally do no... View more

  • View Service Offered By Aaron Jenkins

    Aaron Jenkins

    Wealth Manager

    Lagos, Lagos, Nigeria

    • Wealth Management
    • Analytics
    • Binary Options
    • Business & Finance
    • Cryptocurrency
    • Forex Trading
    • Investment Banking
    • Investment Management
    • Stock Trading
    • Virtual Currencies

    Business & Finance management

    My name is Aaron Jenkins and i am a Cryptocurrency trader and a foreign exchange trader.I work at dynamictraders.ltd and I also have qualifications in Cryptocurrency analysis and also in Investment management.You can contact me now on telegram @Aaronjenkins for crypto investment,binary options and forex trading services and offers. View more

  • View Service Offered By Louis Hayward

    Louis Hayward

    Wealth Manager

    Northampton, England, United Kingdom

    • Wealth Management
    • Agile
    • Management
    • Management Consulting
    • Project Management
    • Scrum
    • Skill

    Project Management

    I have a wealth of experience in managing projects - ranging from a few hundred to over £2m in value. I've created and tracked project plans for Agile (including SCRUM) and Waterfall methodologies. Excellent man and asset management skills as well as a keen eye for potential pitfalls and the ability to find the solutions accordingly. View more

  • View Service Offered By Nafiu Badiru

    Nafiu Badiru

    Wealth Manager

    Lagos, Lagos State, Nigeria

    • Wealth Management
    • Accounting
    • Analytics
    • Banking Industry
    • Business Analysis
    • Controller
    • Cost Accounting
    • Data Analysis
    • Data Management
    • Feasibility Studies

    Financial & Management Analyst

    I am a multidisciplinary professional with over 23 years professional experience in Financial and Management Accounting, Strategic Financial Management and Business Analysis. A PhD Student in Entreprenurship and Small Business Management, proficient in Data analysis, Operational, Financial and Business Research. View more

  • View Service Offered By Amith Som

    Amith Som

    Wealth Manager

    Tirmulgherry, Telangana, India

    • Wealth Management
    • Accounting
    • Cost Accounting
    • Financial Analysis
    • Financial Audits
    • Financial Planning
    • Financial Securities
    • International Accounting
    • Investment Banking
    • Investment Management

    Financial services management analyst .

    Hi I  have completed my masters in finance and worked with deloitte as financial analyst and currently looking for best career into freelancer. Where in I am looking forward into Corporate services such as into accounting and reporting financial research  risk management  budgeting and forecasting, business presentations  financial  reasearch investment banking ... and more into diversified financial services  View more

See All Wealth Managers

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Hire Freelance Wealth Managers

Wealth management refers to the management of money, assets, real estate, and investments for an individual or a company. The end objective of wealth management is to maintain and grow finances by making smart investments. The services included are estate planning, retail banking, legal and tax advice, and investment management. The starting net worth of an individual or company who can avail wealth management services is $20 million. All services are customized based on the party’s net worth, previous investments, and future financial objectives. Wealth managers coordinate with lawyers and accountants to provide advice on banking services, investments, and donations. There are multiple benefits of hiring a wealth manager as they can provide personalized services for your specific financial needs.

What Do Wealth Managers Do?

Wealth managers perform asset management, investment management, and financial planning. They also develop strategies to manage taxes, invest in the stock market, and donate to philanthropic causes. They understand your financial needs in detail and develop customized wealth management plans for you and your organization. Managers who provide wealth management services may specialize in investment, planning, or insurance. They give advice regarding the execution of investments by means of stocks and funds. They also take into account their client’s comfort levels and aversions to particular investments. After obtaining all the information from the client, they develop a detailed financial strategy to help clients meet their financial objectives. They are always on the lookout for suitable investment opportunities for their clients based on their financial requirements. They also provide advice on the types of bank accounts that would be ideal for managing and growing the client’s resources.

Most people prefer to hire wealth managers for availing professional financial resource management services. You can easily hire a freelancer online from any of the top freelance marketplaces, like Guru, for your wealth management needs. Before you do so, you need to ensure that your freelancer has:

  • Knowledge of all different financial products and services, including their potential returns in the next five to ten years.

  • Capability to understand and analyze your situation and provide relevant suggestions for fulfilling your financial objectives.

  • Capability to suggest suitable charities based on your organization’s mission and brand value to connect with your target audience.

  • Several years of experience in working as a wealth manager for different high-profile clients.

Qualifications of Freelance Wealth Managers

It is ideal that your freelancer has the following skills:

  • Professional education and training in business finance, business administration, and economics

  • Good communication, presentation, and negotiation skills

  • Ability to create clear and detailed financial analysis reports for clients

  • Extensive portfolio of several wealth management projects handled for various clients

Benefits of Hiring a Wealth Manager

Hire wealth managers online to get your work done and they can help you:

  • Plan and strategize your financial investments.

  • Select the best financial products and services for your long-term financial growth.

  • With bank accounts, taxes, and other legal issues related to your finances.

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