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Senior Wealth Manager

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Financial Advisor Position

As a Financial Advisor, you will be responsible for providing personalized advice and guidance to clients in order to help them achieve their financial goals.

The ideal candidate will have strong numerical and analytical skills, as well as the ability to build and develop a portfolio of wealth management clients.

  • Key Responsibilities:
    • Develop and manage client relationships to meet their evolving financial needs.
    • Conduct regular reviews to assess clients' personal and financial situations, identifying opportunities for growth and advising on tailored solutions.
    • Stay up-to-date with relevant legislative, financial, procedural, and quality requirements.
  • Required Skills and Qualifications:
    • Certified Wealth Management or Financial Planning qualification.
    • Strong numerical and analytical skills, with attention to detail.
    • Previous experience in managing high net worth clients (desirable).
    • Understanding of lump sum investments, offshore investments, fintech, bonds, or pension products (advantageous).

Benefits:

This role offers a dynamic work environment, professional development opportunities, and competitive compensation packages.