Job Description
Job Title: Client Wealth Strategist
The role of a Client Wealth Strategist is to uncover and understand the every need of high net-worth customers and their families, delivering right product solutions to enable their success.
As a valued member of our team, you will be responsible for creating, growing and strengthening the wealth of our clients at different life stages. This requires strong interpersonal skills, excellent communication abilities and good understanding of equities, unit trusts, insurance and other personal investment services.
Providing financial analysis and advice on customised solutions Partner with experienced team members to offer expert guidance on client needs You have successfully built sales experience in banking or financial industries with tertiary qualification as well as consistent sales performance. You must also possess discipline & exhibit high standards.
The role of a Client Wealth Strategist is to uncover and understand the every need of high net-worth customers and their families, delivering right product solutions to enable their success.
As a valued member of our team, you will be responsible for creating, growing and strengthening the wealth of our clients at different life stages. This requires strong interpersonal skills, excellent communication abilities and good understanding of equities, unit trusts, insurance and other personal investment services.
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