Our client are seeking skilled Wealth Planning Manager to join their dynamic team.
Job Responsibilities:
- Foster enduring relationships with clients, serving as their go-to advisor.
- Conduct in-depth financial planning discussions to comprehend clients' aspirations and objectives
- Tailor personalized wealth management plans aligned with clients' risk tolerance, timeframes, and financial goals
- Offer expert investment advice and recommend appropriate financial products and services
- Communicate complex financial concepts to clients with clarity and brevity
Qualifications:
- Bachelor's degree in finance, economics, or a related field will be an advantage
- Strong analytical prowess and problem-solving abilities
- Exceptional interpersonal skills and effective communication abilities
Apply now to join the team!
Jaycee Lay (EA: 94C3609/ R23114633)
