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Strategic Wealth Advisor
2 weeks ago
Key Responsibilities:
- Develop and maintain strong relationships with high net worth individuals and corporate clients
- Identify and acquire new business opportunities through strategic networking
- Provide expert financial advice on complex wealth management solutions
- Conduct in-depth analysis to develop customized financial plans
- Collaborate with internal stakeholders to deliver high-quality client service and drive business growth
- Meet sales targets and key performance indicators, mentoring junior team members