Portfolio Growth Expert
1 day ago
We are seeking an experienced Salaried Wealth Advisor to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for managing a high-net-worth portfolio and providing comprehensive wealth planning services to clients.
Main Responsibilities
- Manage and grow a high-net-worth portfolio through effective relationship-building and proactive management.
- Develop and implement tailored wealth plans for clients, focusing on investments, risk, business, and fiduciary matters.
- Conduct regular reviews to ensure alignment with clients' evolving financial needs.
- Collaborate with internal teams to provide seamless service delivery.
Requirements
- Matric (CFP designation preferred).
- Minimum 3 years of experience in investment and insurance sectors.
Key Skills
- Strong analytical skills and ability to interpret complex financial data.
- Excellent communication and interpersonal skills.
- Ability to work independently with minimal supervision.
Compensation Package
The estimated annual salary for this position is $160,000 - $210,000, depending on experience and qualifications. Additional benefits include opportunities for career growth and professional development.
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