Wealth management advisor

Job Role

The ideal candidate will possess a customer-centric mindset, eager to develop their skills in wealth management.

You will handle inbound phone calls from clients and finance professionals, focusing on complex products within the Wealth space. Utilizing excellent communication skills, you will identify client needs through effective questioning and active listening.


Main Responsibilities:

* Manage inbound phone calls from clients and finance professionals
* Demonstrate exceptional communication skills to understand client needs
* Excellent problem-solving skills, resilience, and adaptability required


Benefits Package:

* Permanent remote work positions available
* Full-time hours - Monday to Friday, no weekends
* Ongoing training and development opportunities
* Supportive team with a collaborative culture
* A reputable organization that values its employees