Overview
A financial institution is seeking a Private Wealth Advisor to deliver exceptional services and education to clients on wealth creation and management. The role offers a dynamic and collaborative working environment to foster client relationships and grow the portfolio.
Responsibilities
* Provide financial solutions and conduct client reviews.
* Achieve revenue targets and foster client relationships to grow the portfolio.
Qualifications
* Relevant degree in Finance or Economics.
* 3 to 5 years of experience in investment or wealth management.
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