Experienced Wealth Strategist Wanted
1 month ago
Experienced Wealth Strategist Wanted
About the RoleWe are seeking a skilled and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and driving the financial planning practice within the business.
Key Responsibilities- Provide tailored wealth planning services, focusing on investments, risk, business, and fiduciary matters.
- Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
- Conduct regular client reviews to ensure alignment with their evolving financial needs.
- Adhere to compliance and mandate requirements.
- Collaborate across business divisions to enhance client services.
- Manage practice operations, including revenue and commission oversight, to ensure business efficiency and client satisfaction.
- Matric (CFP designation preferred).
- At least 3 years in investment and insurance sectors.
- Strong investment and product knowledge.
- Excellent communication and time management skills.
- Ability to manage a financial practice within a larger business.
- Resourceful, client-focused, and highly proactive.
- Familiar with regulatory and compliance requirements.
- Strong analytical skills and FUA management track record.
$120,000 - $180,000 per year, depending on experience.
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