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...