High-Net-Worth Portfolio Manager
16 hours ago
Job Summary:
">We are seeking a highly skilled Wealth Advisor to join our team at The Recruitment Council. This is an exceptional opportunity for a motivated professional to manage and grow a portfolio of high-net-worth clients, providing comprehensive wealth planning services and driving the financial planning practice within the business.
About the Role:
">- Develop and implement tailored wealth planning strategies for high-net-worth clients, focusing on investments, risk management, and fiduciary matters.
- Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
- Conduct regular client reviews, ensuring alignment with their evolving financial needs and goals.
- Collaborate with internal teams to enhance client services and drive business growth.
Requirements:
">- Matric (CFP designation preferred) and relevant industry experience.
- At least 3 years in investment and insurance sectors, with a proven track record of managing high-net-worth client relationships.
What We Offer:
">- An attractive salary range of $120,000 - $180,000 per annum, based on experience.
- A dynamic and supportive work environment, with opportunities for professional growth and development.
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