
Career Advancement Specialist
7 days ago
We are seeking a skilled Personal Wealth Advisor to join our team. The successful candidate will be responsible for providing expert financial advice and building relationships with clients.
Key Responsibilities:- Provide in-depth financial guidance to clients across savings, investment, insurance, and loan products.
- Build and manage a portfolio of clients through proactive outreach and relationship development.
- Meet and exceed individual sales targets while ensuring compliance with internal policies and regulations.
- Deliver exceptional client experiences through ethical advisory practices and timely follow-up.
Our company offers a clear career progression path for Personal Wealth Advisors. As you gain experience and achieve performance milestones, you can advance to more senior roles within the organization.
Requirements:- A recognised university degree in any field.
- Strong communication and interpersonal skills.
- Sales-driven, results-oriented, and highly motivated.
- Prior experience in financial advisory or banking is advantageous for mid-to-senior level roles.
- A comprehensive training and development program.
- Industry-recognised certifications.
- Mentorship and coaching opportunities.
- A dynamic and supportive work environment.
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