Wealth Management Advisor

Responsibilities:

• Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions
• Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position
• Monitor the execution and progress of financial plans, conducting regular client check-ins to ensure continued alignment with the recommended strategy
• Prepare clear, structured, and precise advisory documentation for client communication and internal reference
• Verify, cross-check, and validate all financial plans to ensure they are accurate, comprehensive, realistic, and compliant with applicable standards
• Execute end-to-end client servicing activities, providing ongoing support and resolving queries to enhance overall client e...