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Wealth Management Specialist
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Sunshine Coast, Australia Fuse Recruitment Full timeJob DescriptionKey Responsibilities:Develop and maintain relationships with existing clients, while identifying new business opportunitiesProvide expert advice on complex financial matters, ensuring high-quality outcomes for clientsDeliver exceptional customer service, exceeding client expectationsMaintain accurate records and stay compliant with industry...
Wealth Management Specialist
2 weeks ago
This full-time hybrid position entails providing financial planning and advisory services to clients, assisting them in crafting holistic financial plans, and developing tailored financial strategies.
Daily responsibilities include meeting with clients, conducting thorough financial assessments, preparing detailed financial plans, and maintaining exceptional client relationships.
