Wealth Management Professional
14 hours ago
The Recruitment Council is seeking a Wealth Management Professional to join their team. This role involves providing expert fiduciary advice and services to high-net-worth individuals, families, and select institutions.
Job Description:- Role Overview: Deliver exceptional fiduciary services to clients.
- Key Responsibilities:
- Trusts Management: Provide expert advice on establishing new trusts.
- Client Relationships: Manage and maintain relationships with fiduciary clients.
- Wills & Estate Planning: Advise on and draft comprehensive wills.
- Requirements:
- LLB degree or relevant academic qualification
- At least 5 years of experience in the fiduciary industry
- FPSA certification or equivalent knowledge and experience
Salary Estimate: $160,000 - $220,000 per annum, based on experience.
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