Job Description

Responsibilities:
  • Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.

  • Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation.

  • Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.

  • Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools.

  • Collaborate with internal specialists to provide holistic wealth management solutions.

  • Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations.

  • Educate and guide clients through complex financial concepts to support informed decision- making.
    • Qualifications:
  • 2-3 years' experience as Financial Advisor preferred.

  • Bachelor's...

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