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High-Net-Worth Client Advisor
2 weeks ago
Ntice Search Solutions is seeking a highly motivated High-Net-Worth Client Advisor to join our team. As a fully remote opportunity, you will have the flexibility to work from anywhere and focus on building relationships with high-net-worth clients. With a competitive base salary, benefits, and an attractive incentive scheme, this role offers excellent earning potential.
The ideal candidate will have at least 3 years of experience working with high-income private clients and hold a relevant degree or diploma in finance. CFP or CFA certification is preferred, or they must be open to obtaining it. Our team provides ongoing support and training to help our Advisors succeed in their roles.
Your Key Responsibilities:
- Develop and maintain relationships with high-net-worth clients and provide them with expert financial guidance.
- Create personalized financial plans and wealth management strategies that meet the unique needs of each client.
- Stay up-to-date with industry developments and best practices through ongoing training and professional development opportunities.