
Senior Financial Specialist
12 hours ago
Expert wealth managers play a crucial role in supporting clients' financial wellbeing by providing tailored investment advisory services.
Key Responsibilities- Develop strong relationships with high net worth clients through exceptional client service and customized financial solutions.
- Conduct in-depth reviews to identify clients' personal and financial needs, and deliver personalized wealth management strategies.
- Manage and support a portfolio of clients, building trust through regular communication and expert advice.
- Identify opportunities for growth and provide advice on a range of financial products and services.
- A certified wealth management or financial planning qualification is essential.
- A pre-existing transferable client book of NRI and/or HNI is required.
- Strong numerical and analytical skills are necessary, along with attention to detail and a service-focused approach.
- Previous experience in managing high net worth clients is desirable but not essential.
- Understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is highly advantageous.
Our company offers a competitive commission bonus based on a transparent structure, as well as individual and team training that supports your development.
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