Senior Wealth Management Professional
3 weeks ago
Job Title: Senior Wealth Management Professional
Job Summary: Click and Connect Online Limited is seeking a Senior Wealth Management Professional to join our team. As a Senior Wealth Management Professional, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.
Key Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance.
- Conduct thorough financial assessments of clients' current financial situations and future goals.
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.
- Monitor clients' financial progress and adjust plans as necessary.
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.
Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
- Industry leading qualifications such as CFP, CFA, or other relevant certifications.
- Transferable client base and AUM.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
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