Wealth planning is a fundamental aspect of our financial advisory services.
About the Role
The Wealth Planning Associate will work collaboratively with senior advisors to deliver comprehensive wealth management solutions and exceptional client service. This encompasses conducting in-depth financial reviews, crafting holistic financial plans tailored to individual needs, and providing ongoing support to ensure optimal outcomes for clients.
Key Responsibilities
* Provide authoritative advice on wealth management strategies
* Conduct thorough financial assessments of clients' financial situations
* Prepare detailed financial plans that cater to unique requirements
* Maintain accurate records and reports on client activity and progress
Requirements
* Possess a tertiary qualification in finance or a related field
* Hold at least two years of experience in a relevant role, preferably within the financial services industry
* Demonstrate exceptional communication and interpersonal skills to effectively engage with clients and colleagues
* Exhibit the ability to work harmoniously as part of a team environment