Personal Finance Advisor
6 days ago
Cultivate Long-Term Relationships with Clients as a Financial Advisor with William Buck SA
Job DescriptionWilliam Buck SA is seeking a skilled Financial Advisor to provide expert financial advice and guidance to our clients. As a key member of our team, you will be responsible for developing and implementing financial plans, managing client portfolios, and collaborating with internal and external professionals to deliver comprehensive financial solutions.
The ideal candidate will possess 5+ years of financial planning/advisory experience, be FASEA qualified, and have a strong track record of business development and relationship-building skills.
Responsibilities- Conduct thorough needs analyses to identify clients' financial objectives and develop tailored financial strategies.
- Manage investment portfolios and ensure they are aligned with client goals and risk tolerance.
- Facilitate regular review meetings with clients to monitor progress and adjust financial plans as needed.
- Collaborate with internal and external professionals to deliver exceptional client experiences.
- Identify new business opportunities through networking and referrals.
We offer a supportive work environment, opportunities for professional growth and development, and a chance to cultivate long-term relationships with clients and make a meaningful impact on their lives.
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