We are seeking a highly experienced and qualified Financial Advisor to provide expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.
The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications, and a transferable client base and AUM.
* Cultivate and maintain strong relationships with clients
* Perform thorough assessments of clients' current financial situations and future goals
* Develop and execute personalized financial plans for clients
* Regularly review clients' financial progress and adapt plans as needed
As a key member of our team, you will be responsible for staying updated on industry trends and regulations to ensure compliance and provide superior service to clients. We offer a competitive package and a supportive work environment.