Our client is seeking a passionate individual to join their dynamic team. You’ll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as a trusted advisor in helping them achieve their financial goals. No prior experience is required, as comprehensive training will be provided.
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 by using the 'apply' function.
Jaycee Lay (EA: 94C3609/ R23114633)
