Join our Wealth Advisory team and gain valuable experience in a dynamic and exciting role.
As a Vacationer, you will have the opportunity to work with high-net worth individuals and corporate clients, assisting with estate and trust administration, wealth management, investment strategies, portfolio management and succession planning. You will be responsible for preparing investment reports, preparing insurance renewals, investment portfolio administration, booking reviews and more.
Our team is dedicated to providing exceptional service and support, and we are looking for talented and motivated individuals to join us. If you have a genuine interest in a career within Wealth Advisory, a positive outlook and a willingness to learn and grow, then this could be the perfect opportunity for you.
We offer a holistic approach to assisting our clients, and our team works closely together to ensure that each client receives personalized attention and care. We believe in investing in our people and providing opportunities for growth and development, and we are committed to creating a supportive and inclusive work environment.