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High-Performing Wealth Manager
3 weeks ago
We are seeking an experienced professional to join our team as a Wealth Consultant. As a key member of our team, you will be responsible for delivering high-quality investment, planning, and lending services to our clients.
Your primary focus will be on managing the investment and planning needs of our clients, building strong relationships with them, and providing exceptional customer service.
You will work closely with our central investment team to ensure that client accounts are managed in line with their mandate, objectives, risk profile, and timeline.
This is an exciting opportunity for a motivated and results-driven individual to join our team and contribute to our continued growth and success.
Key Responsibilities:
- Manage the investment and planning needs of clients
- Build and maintain strong relationships with clients
- Deliver high-quality customer service
- Work closely with the central investment team
- Support the development of new business opportunities
Requirements:
To be successful in this role, you will need to have a strong background in wealth management, excellent communication skills, and a proven track record of delivering high-quality results.
Qualifications and Experience:
• QFA, CFP, or equivalent qualification
• Primary degree or relevant professional qualification
• A minimum of 5 years' experience in wealth management
• Proven track record of delivering high-quality results
Benefits:
We offer a competitive salary and benefits package, including a generous pension scheme, educational sponsorship, and health insurance.
What We Offer:
• Competitive salary and benefits package
• Opportunities for career growth and development
• Collaborative and dynamic work environment
How to Apply:
If you are a motivated and results-driven individual looking for a challenging and rewarding role, please submit your application.