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Career Opportunities in Wealth Management
2 weeks ago
As a professional in wealth management services, you will have the opportunity to work remotely or in our office. We are seeking talented individuals who want to excel in their careers and provide personalized advisory services to clients. Our company strives to make a positive impact on clients' lives and financial well-being.
Key Responsibilities:- Build and develop a portfolio of clients, providing tailored investment advice and combining financial services to meet their needs.
- Manage client relationships, offering investment guidance and delivering wealth management solutions.
- Conduct thorough reviews to identify personal and financial goals, providing customized solutions.
- Stay up-to-date with relevant legislative and financial requirements.
- Graduate Diploma or Degree equivalent in Financial Planning.
- Strong sales acumen and experience working with clients face-to-face.
- Service-focused with strong numerical and analytical skills and attention to detail.
- Previous experience managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, bonds, or pension products is highly advantageous.
We offer competitive commission bonuses, individual training, and industry-leading administration and compliance structures.
