Wealth Management Advisor
7 days ago
We are seeking an experienced Financial Business Partner to join our team at Momentum. The successful candidate will be responsible for providing financial services and expert advice to high-income clients.
Responsibilities and Requirements:- Provide comprehensive financial services and expert advice to high-income clients, focusing on investments.
- Analyze financial information to develop a financial plan or proposal using appropriate tools.
- Inform and educate clients on products and services to ensure retention and increase sales revenue.
- Have a degree in Investment or Economics, and be certified as a Financial Planner.
- Previous experience as a Wealth Manager with sales and advisory experience with high-income clients is essential.
The ideal candidate will possess excellent communication skills, be able to analyze complex financial information, and develop tailored financial plans to meet client needs. We encourage applications from candidates with FAIS experience, particularly in Long-Term Insurance subcategories B1, C, Shares, Money Market Instruments, Bonds, Participatory Interests in a Collective Investment Scheme, Forex Investments, Long-term Deposits, Short-term Deposits, Structured Deposits, and Participatory Interest in hedge funds.
Benefits:- Competitive salary and benefits package.
- Ongoing training and professional development opportunities.
- Opportunity to work with a dynamic and forward-thinking team.
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