Private Wealth Advisor
Are you an experienced and client-focused financial professional with a passion for wealth creation? Our client, a leading financial institution, is seeking a Private Wealth Advisor to deliver exceptional service and education to high-net-worth clients.
This is a dynamic role where you will be responsible for increasing sales, driving client retention, and providing tailored wealth management solutions.
Key Responsibilities:
Deliver exceptional service and education to private wealth clients on wealth creation, accumulation, and protection tactics.
Analyze and interpret complex personal and juristic financial statements.
Provide holistic financial solutions and advice across banking, insurance, and investment products.
Identify opportunities for revenue growth and new customer acquisition.
Minimum Requirements:
A relevant Degree in Finance, Economics, or Accounting.
FAIS Accreditation.
5 to 7 years' experience in a Banking, Investment, Financial Planning, or Wealth Management environment.
Experience in providing tailored wealth management solutions, with extensive knowledge in Fiduciary and Estate Planning.
Certified Financial Planner (CFP) certification is a preferred qualification.
If you are a driven and strategic professional with a proven track record in client acquisition and relationship management, we encourage you to apply.
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