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Wealth Management Expert
1 semana atrás
GrabJobs is a leading provider of financial services, and we are currently seeking a Wealth Management Expert to join our team. As a key member of our wealth management group, you will be responsible for providing expert financial advice to clients, helping them achieve their long-term financial objectives.
Responsibilities:
- Deliver high-quality financial advice and support to clients, tailored to their individual needs.
- Develop and maintain strong relationships with clients, built on trust and confidence.
- Conduct regular reviews of clients' financial progress, identifying areas for improvement and implementing strategies to achieve their goals.
- Stay up-to-date with industry trends and regulations, ensuring compliance and delivering exceptional client service.
Requirements:
To be successful in this role, you will need:
- A minimum of 5 years' experience in wealth management or a related field.
- Industry-leading qualifications such as CFP or CFA.
- A transferable client base and AUM.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work autonomously and collaboratively within a team setting.
