Professional Wealth Manager
2 weeks ago
We're seeking a Professional Wealth Manager to join Energy at Work Projects
As a key member of our team, you'll have the opportunity to connect with High Net Worth Individuals and offer expert advice in the Short Term Insurance space. Our ideal candidate will have the freedom to travel and interact with clients in person.
Key Responsibilities:
- Develop and maintain relationships with High Net Worth Individuals
- Provide expert advice in Short Term Insurance
- Travel and interact with clients as needed
Requirements:
- Valid driver's license and access to own transport
- Hold RE5 and FAIS 120 credits
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