Wealth Planning and Advisory Professional
16 hours ago
About The Job:
">The Recruitment Council is seeking a talented Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for managing a portfolio of high-net-worth clients, providing expert wealth planning advice, and driving business growth.
Key Responsibilities:
">- Provide comprehensive wealth planning services, including investment advice, risk management, and fiduciary guidance.
- Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives.
- Conduct regular client reviews, assessing their financial needs and developing tailored solutions.
Qualifications and Experience:
">- Relevant industry experience, preferably with a Matric (CFP designation preferred).
- At least 3 years in investment and insurance sectors, with a proven track record of managing high-net-worth client relationships.
Salary and Benefits:
">- A competitive salary range of $150,000 - $220,000 per annum, based on experience.
- A comprehensive benefits package, including medical insurance and retirement savings plan.
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