Job Description
Role: Wealth Manager
About the role:
We are seeking a dynamic and experienced wealth manager for our esteemed advisory client. As a wealth manager, you will guide and support High net-worth clients in achieving their financial objectives.
Your primary responsibility will include developing personalised financial plans,
managing portfolios and providing expert advice on various financial matters, such
as taxes, insurance and risk management.
The ideal candidate will bring their financial expertise and establish long-lasting
relationships with clients while contributing to our client's mission of helping individuals achieve their economic aspirations. Our client offers a competitive compensation package, an attractive commission structure, comprehensive health benefits and a collaborative work environment.
Objectives of this role:
• Building and maintaining solid relationships with clients, understanding
their financial goals, risk to...
About the role:
We are seeking a dynamic and experienced wealth manager for our esteemed advisory client. As a wealth manager, you will guide and support High net-worth clients in achieving their financial objectives.
Your primary responsibility will include developing personalised financial plans,
managing portfolios and providing expert advice on various financial matters, such
as taxes, insurance and risk management.
The ideal candidate will bring their financial expertise and establish long-lasting
relationships with clients while contributing to our client's mission of helping individuals achieve their economic aspirations. Our client offers a competitive compensation package, an attractive commission structure, comprehensive health benefits and a collaborative work environment.
Objectives of this role:
• Building and maintaining solid relationships with clients, understanding
their financial goals, risk to...
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