Wealth Profiling Associate

About the Role

As a Wealth Profiling Associate, you'll be trained to help individuals understand how their personality and decision-making patterns shape their money, career, and major life planning choices.

You will be helping clients gain insight into their financial behaviour so they can make aligned, confident decisions especially in uncertain markets and changing life stages.

What You Will Learn & Do

Conduct Wealth & Behavioural Profiling

• Identify decision-making patterns around money, career, and risk
• Curate personalised portfolios and planning strategies that align with how clients naturally think and act
• Help clients understand why certain strategies work better for them than others

Support Clients Through Life & Market Transitions

• Assist clients navigating career shifts, financial uncertainty, or major life changes
• Help clients stay grounded during market volatility by...