Client Relationship Manager
3 days ago
Dynamic Financial Services Team
Wallace Myers International is seeking a skilled Financial Advisor to join our dynamic team. As a Financial Advisor, you will play a key role in delivering exceptional financial services to our clients.
Key Responsibilities:
- Deliver high-quality financial plans that meet clients' specific needs
- Engage new clients and lead them through the financial planning process
- Collaborate with clients' professional advisors to ensure seamless delivery of financial services
- Analyze clients' existing pensions, investments, and protection plans to identify areas for improvement
- Develop and implement customized financial solutions to meet clients' unique needs
- Conduct regular client reviews to ensure continued alignment with their goals
- Stay up-to-date with industry developments and best practices in financial planning
- Take on additional duties as required to support the growth and success of the firm
Requirements:
- Minimum of 3 years' experience in financial planning or wealth management
- Expertise in applying cashflow modeling to financial planning
- Strong written and verbal communication abilities
- A proactive, inquisitive attitude with a passion for continuous learning
- Meticulous attention to detail
- Ability to work both independently and collaboratively within a team
- Confidence to challenge existing practices and suggest innovative approaches
- Proficient in MS Word, Excel, and Outlook
- Proven track record of managing client relationships and delivering top-tier service
This role offers an exciting opportunity for a skilled Financial Advisor to join a dynamic team and contribute to the success of Wallace Myers International.
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