Wealth Trainee
3 weeks ago
JOB DESCRIPTION
. Participate in training sessions, workshops, and seminars to acquire knowledge and skills in wealth management
. Study financial markets, investment products, and industry regulations to stay informed and up-to-date
. Shadow experienced wealth managers and financial advisors to observe client interactions and wealth management strategies
. Assist in building and maintaining relationships with clients by providing excellent customer service and support
. Communicate with clients to understand their financial goals, objectives, and risk tolerance
. Collaborate with wealth managers to develop personalized financial plans and investment strategies for clients
. Analyze clients' financial situations, including income, expenses, assets, and liabilities
. Assist in preparing financial reports, projections, and analyses to support decision-making
. Learn to assess investment opportunities and recommend suitable investment options based on clients' objectives and risk profiles
. Learn about company's products, estate planning, and tax strategies to help clients preserve and grow their wealth
JOB REQUIREMENTS
. Diploma and above
. Excellent communication and interpersonal skills
. Analytical mindset with attention to detail
. Ability to work well in a team environment
EA Reg. Number: R21100629
EA License Number: 22C1278
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