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1 month ago

Job Summary

We are seeking a versatile and driven Wealth Advisor to play a pivotal role in our organization specializing in high-net worth individuals and corporate organizations on how to invest their portfolios that are aligned with their goals and risk tolerance, plan their finances to meet their financial goals/investment needs.

  • Minimum Qualification : Degree
  • Experience Level : Mid level
  • Experience Length : 4 years

Job Description/Requirements

Responsibilities:

  • Attract funds into the organization.
  • Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
  • Guide clients toward a profitable and secure financial decision
  • Cultivate client base and build win-win relationships


Requirements:

  • Bachelor's Degree in Finance, Economics, Business, or a related field.
  • Minimum of 3-5 years’ experience in financial services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
  • A client-centric approach with a focus on delivering exceptional service.


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