Private Wealth Advisor Opportunity
This role offers a unique chance to support senior wealth advisors in managing financial relationships with high net worth clients.
Key Responsibilities:
* Support senior wealth advisors in client relationship management
* Deliver high-quality retail financial advice aligned with client values and goals
* Adhere to established policy and procedures for advice delivery and investment execution
* Oversee the implementation of client advice, ensuring accuracy and timeliness
* Collaborate effectively within an advisory team
* Engage regularly with referral partners
* Ensure compliance with regulatory requirements and corporate policies
* Resolve client complaints and escalate as necessary
To succeed in this role, you will bring:
* Completion of the financial advisor professional exam
* Previous experience in providing retail financial advice to high net worth clients
* Excellent understanding of financial services products and advice processes