Wealth Strategist
1 week ago
Join us as a **Wealth Strategist** and take an active role in empowering clients to achieve their financial goals. In this dynamic position, you will work closely with clients to craft personalized wealth strategies that balance risk and opportunity. By leveraging your strategic thinking and creativity, you’ll help clients navigate their financial journey, supporting them in building and securing their wealth for the future. Through mentorship and hands-on experience, you'll continuously enhance your skills in wealth management, financial planning, and long-term strategy development.
**What You'll Gain**:
- **Tailored Strategy Development**: Partner with clients to create custom financial plans that reflect their unique goals and priorities.
- **Mentorship and Training**: Benefit from ongoing guidance and development opportunities from seasoned professionals in the field.
- **Impactful Client Relationships**: Build meaningful, long-term relationships with clients, helping them secure their financial futures.
- **Skill Enhancement**: Sharpen your expertise in wealth management, financial analysis, and strategic decision-making.
- **Networking**: Expand your professional network by working alongside a talented and collaborative team.
**Requirements**:
- Full certificate in GCE ‘A’ Level or diploma holders; other equivalent academic qualifications are acceptable.
- A strong interest in wealth management, financial planning, and strategic problem-solving.
- Ability to think creatively and strategically to develop solutions that meet clients' goals.
- Excellent communication and interpersonal skills to build rapport and trust with clients.
- Self-motivated and proactive, with a passion for personal and professional growth.
- Ability to work independently and as part of a collaborative team.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Previous experience in financial services or a related field is an advantage but not required.
**Job Types**: Full-time, Fresh graduate
Pay: $2,000.00 - $6,000.00 per month
**Benefits**:
- Flexible schedule
- Health insurance
Schedule:
- Monday to Friday
- Weekend availability
Supplemental Pay:
- Commission pay
- Yearly bonus
Work Location: In person
