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Wealth Manager
1 month ago
Key Responsibilities
Acquire and manage a portfolio of clients through various prospecting strategies.
Conduct financial analysis and review client portfolios.
Provide tailored wealth planning solutions, including investments and insurance.
Build and maintain long-term client relationships.
Address client inquiries professionally and provide financial guidance.
What You Will Gain
Structured career development with personalized learning tracks.
Comprehensive training programs, including industry certifications.
Hands-on mentorship from experienced leaders.
Regional networking and business development opportunities.
Who We Are Looking For
Diploma or Degree from a recognized institution (any field).
Driven, entrepreneurial mindset with a passion for financial planning.
Strong interpersonal and communication skills.
Team player with the ability to work independently.
No experience required
Why Join Us?
Competitive Compensation (Base Allowance + Incentives + Bonuses)
Recurring Income & Career Growth Opportunities
Annual Incentive Trips & Performance Recognition
Strong Training & Mentorship Support
We respect your privacy, and all applications will be handled confidentially.