Affluent Client Specialist
1 week ago
Wealth Asia LLP is seeking a highly skilled and motivated Affluent Client Specialist to join our team. As a key member of our wealth management team, you will have the opportunity to work closely with our clients to understand their financial goals and develop comprehensive wealth management plans tailored to their needs.
Key Responsibilities Include:
- Partner with Wealth Advisors to gather client information and understand their financial goals.
- Develop and implement comprehensive wealth management plans, including mortgage advisory, wills and trusts, insurance, and investments.
- Monitor client portfolios and ensure adherence to investment guidelines.
As an Affluent Client Specialist, you will have access to industry-leading training and development programs, as well as opportunities to work with experienced professionals in the wealth management industry. If you are a motivated and results-driven individual with a passion for finance, we encourage you to apply for this exciting opportunity.
What We Offer:
- Competitive salary and benefits package.
- Opportunity to learn from experienced professionals in the wealth management industry.
- Growth and development opportunities within a growing company.
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