Search Results for: Wealth Management
Found 41 result(s).
International Transfer Specialist Needed
I require a banker to assist with initiating an international transfer. The job needs to be completed within one day. Key Requirements: - Experience in transaction initiation - Familiarity with international transfer protocols - Able to complete the task within 24 hours Ideal Skills and Experience: - Background in banking or finance - Strong attention to detail - Time-efficient and reliable
Delivery Time: 6 days left days
Bank Reconciliation Investment Banking Metatrader Wealth Management
Thought Leadership & Content Creation for Wealth Management Firm
Description: We are a wealth management firm managing $300M+ in AUM, seeking a talented financial content writer to help elevate our brand through thoughtful, engaging content. Our audience includes high-net-worth individuals ($2M-$10M), and we aim to position ourselves as leaders in transparency, exclusive access, and precision-driven wealth management. This role involves creating blogs, social m...
Job Type: Hourly: $25.00 - $150.00
Content Writing Article Writing Blog Content Research & Strategy
Thought Leadership & Content Creation for Wealth Management Firm
Description: We are a wealth management firm managing $300M+ in AUM, seeking a talented financial content writer to help elevate our brand through thoughtful, engaging content. Our audience includes high-net-worth individuals ($2M-$10M), and we aim to position ourselves as leaders in transparency, exclusive access, and precision-driven wealth management. This role involves creating blogs, social m...
Job Type: Hourly: $25.00 - $150.00
Content Writing Blog Content Article Writing Research & Strategy
Design a website and mobile application for wealth management
We need to design our ux/ui for a fintech startup with a focus on wealth management. We expect to have a full iteration from mocks to high fidelity designs (including iconography). We are looking for a modern design (latest trends) but it needs to be easy to use and inspires trust in our target marketCategory: Design & MultimediaSubcategory: Mobile app designWhat do you need?: Create a new cus...
Direct Mail - Financial Advisor/Wealth Management
Hello, I am looking for someone to help my partner and I craft a catchy marketing letter to be in a direct mail campaign in the Chicagoland area for our wealth management services. We are looking to target those between 25-55 years old, married, homeowner, kids, and net worth between 250k-10M. We would like to send out 1,250 letters to start today and then another 1,250 letters in a handful of mon...
Job Type: Fixed price
Screencast Tutorial Editor for Wealth Management Client Portal
We are seeking a skilled freelancer to edit and produce screencast tutorials for our updated client portal at a wealth management firm. The ideal candidate will have experience in creating engaging instructional videos that clearly guide clients through our platform's features. The project involves reviewing existing content, editing for clarity, and ensuring that the tutorials are both informativ...
Job Type: Hourly: $25.00 - $50.00
Video Editing Content Writing Screencasting Video Education Explainer Video
Virtual Assistant with Accounting/Finance Expertise Needed
I am seeking a proactive and detail-oriented Assistant Executive (AE) / Virtual Assistant (VA) with a strong background in accounting and finance. The ideal candidate will manage both my personal finances and business books, ensuring accurate record-keeping and financial organization. Additionally, you will handle scheduling, travel arrangements, and email correspondence to enhance productivity. I...
Job Type: Hourly: $25.00 - $35.00
Scheduling Microsoft Excel Travel Planning Email Management Accounting Personal Finance & Wealth Management
AI-Powered Wealth Management Mobile Application
Project Brief - Visionary and Revolutionary AI-Driven Wealth Management Application 1. Introduction The goal of this project is to create a fully automated wealth management application that leverages cutting-edge technologies to offer a revolutionary customer experience. The system stands out by utilizing Artificial Intelligence (AI), biometric authentication, speech-to-text, and blockchain, al...
Delivery Time: 4 hours left days
Artificial Intelligence Blockchain Cloud Service Mobile App Development Wealth Management
Elegant Asset/Wealth Management Firm Website/Hedge Fund
I'm in need of a small, simple, but classic and elegant informational business website for my asset management firm. Must be mobile friendly. The primary goal of this site is to inform new clients and people looking us up. The name of the company is Kapital, LLC. —/--I have attached our LOGO which MUST BE USED and a powerpoint with the text to use— —/—If you use phot...
Delivery Time: 1 day left days