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Senior Wealth Management Professional
2 semanas atrás
Job Summary:
We are seeking a highly skilled and experienced Independent Financial Advisor to join our team at GrabJobs. The ideal candidate will have a strong background in wealth management, excellent communication skills, and the ability to work autonomously and collaboratively.
About the Role:
This is an exciting opportunity for a seasoned financial professional to take on a leadership role in providing expert financial advice to clients. As an Independent Financial Advisor, you will be responsible for cultivating and maintaining strong relationships with clients, delivering tailored financial solutions, and staying up-to-date with industry trends and regulations.
Key Responsibilities:
- Cultivate and maintain strong relationships with clients, delivering expert financial advice and support
- Conduct thorough assessments of clients' existing financial situations and future aspirations
- Create and execute customized financial plans for clients, encompassing investment, retirement, and tax planning strategies
- Regularly monitor clients' financial progress and adjust plans as required
- Stay informed about industry trends and regulations to ensure compliance and deliver optimal service to clients
