
High Net-Worth Financial Solutions Expert
2 weeks ago
A seasoned Financial Advisor is required to develop and maintain relationships with high net-worth clients, providing expert guidance on customised financial solutions. The ideal candidate will have a strong understanding of sophisticated investment products, portfolio management, and financial planning concepts. This role involves growing and deepening wallet share, strengthening the wealth of clients, and providing exceptional client service.
Key Responsibilities:
- Deliver tailored financial advice to meet the investment needs and objectives of high net-worth clients.
- Partner with product specialists and administrative staff to offer expert guidance on customised financial solutions.
- Grow and deepen wallet share by identifying new business opportunities and expanding existing relationships.
Requirements:
• A tertiary qualification in a relevant field (e.g., finance, economics).
• 3-5 years of experience in wealth advisory or a related field.
• Strong knowledge of investment products, portfolio management, and financial planning concepts.
• Excellent communication and interpersonal skills.
Benefits:
This role offers a competitive salary and benefits package, as well as the opportunity to work in a dynamic environment that supports professional growth and recognises achievements.
About Us:
We are committed to helping our clients navigate the ever-evolving financial landscape and achieve their individual financial goals and aspirations. Our team of experienced professionals provides expert guidance and support to ensure clients receive the best possible outcomes.
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