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Career Path in Wealth Management
2 weeks ago
This is an exciting opportunity to embark on a career path in wealth management.
As an Apex Wealth Manager, you will be responsible for assisting clients with wealth accumulation and protection. You will build long-term relationships with clients, acquire new clients, and provide coaching services.
- Client Acquisition
- Wealth Accumulation
- Financial Planning
The ideal candidate will possess excellent interpersonal skills, the ability to work well under pressure, and a strong passion for helping others achieve their financial goals.
Benefits:
- On-the-job training via joint-fieldwork sessions
- Mentorship and progression to manager within 2 years
- Work-life balance
Skills Required:
- Coaching
- Microsoft Excel
- Investment Strategies
Soft Skills:
- Emotional Intelligence
- Interpersonal Skills