Our client are seeking skilled Wealth Planning Manager to join their dynamic team. You'll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as their trusted advisor in achieving their financial goals.
Responsibilities:
- Foster enduring relationships with clients, serving as their go-to advisor.
- Conduct in-depth financial planning discussions to comprehend clients' aspirations and objectives
- Tailor personalized wealth management plans aligned with clients' risk tolerance, timeframes, and financial goals
- Offer expert investment advice and recommend appropriate financial products and services
- Communicate complex financial concepts to clients with clarity and brevity
Qualifications:
- Bachelor's degree in finance, economics, or a related field will be an advantage
- Strong analytical prowess and problem-solving abilities
- Exceptional interpersonal skills and effective communication abilities
Apply now to join the team!
(EA: 94C3609/ R23114633)
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