About us
~Gain valuable experience and launch your career in Wealth Management.
~Be part of a dynamic and supportive team.
~Make a real difference in the lives of your clients by helping them achieve their financial goals.
~Enjoy a competitive compensation package and excellent benefits.
Qualifications & experience
- Diploma or Bachelor's degree in Finance, Business Administration, or a related field (preferred).
- 0-3 years of experience in financial services or a relevant field (a plus, but not mandatory).
- Strong communication, interpersonal, and presentation skills.
- Ability to learn quickly and adapt to a fast-paced environment.
- Enthusiasm for the financial services industry and a passion for helping clients.
- Excellent organizational skills and a high level of attention to detail.
Tasks & responsibilities
- Assist Wealth Managers in building strong relationships with clients.
- Develop a deep understanding of client needs, risk tolerance, and financial objectives.
- Conduct market research and stay up-to-date on investment trends and products.
- Prepare client presentations and reports under the guidance of senior team members.
- Provide excellent customer service and address client inquiries promptly.
- Participate in ongoing training and development programs to enhance your skills.
Benefits
- Competitive salary and benefits package.
- Comprehensive training and mentorship program.
- Opportunity to work with experienced professionals and learn from the best.
- Supportive and collaborative work environment.
- Career advancement opportunities within a growing company.
