
Unlock Your Potential in Financial Services
2 weeks ago
Are you passionate about providing financial solutions and building long-term relationships with clients? Do you have a drive to succeed and excel in a dynamic industry?
We are seeking a talented individual to join our team as a Wealth Manager. As a key member of our team, you will be responsible for delivering exceptional client service, identifying new business opportunities, and growing our Mass Affluent and HNW Clients base.
- Provide comprehensive wealth and financial solutions to B2B and B2C clients.
- Grow, build, and manage a portfolio of high net worth clients, including Mass Affluents and High Net Worth Individuals.
- Develop and implement effective business succession and valuation planning strategies for clients.
To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as the ability to work independently and collaboratively as part of a team. You will also need to have a solid understanding of financial products and services, as well as the ability to analyze complex data and make informed decisions.
We offer a comprehensive training program, including 1:1 mentorship guidance and a 3-month comprehensive training program led by successful leaders. Our benefits package includes robust working environment options, company-sponsored trips to exciting destinations, and career progression opportunities.
If you are a motivated and ambitious individual looking to take your career to the next level, we encourage you to apply. No experience is necessary, as full training and mentorship will be provided.
- Possesses full working rights.
- A Level or Local Poly Diploma or Degree in any field.
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