Strategic Wealth Advisor Role
As a Strategic Wealth Advisor, you will lead the management of high net worth clients' financial strategies. Your expertise in comprehensive wealth planning, investment analysis, and portfolio management will guide the development of tailored solutions to achieve clients' goals.
You will work closely with our team of specialists to enhance investment strategies and deliver exceptional client outcomes. As a key member of our wealth advisory team, you will be responsible for:
* Managing complex client relationships
* Developing and implementing comprehensive wealth plans
* Conducting regular portfolio reviews and providing strategic advice
* Collaborating across divisions to project manage clients' financial lives
* Contributing to business development initiatives
To excel in this role, you will require:
* A degree in Finance, Economics, or a related field
* 5+ years of experience in wealth management or a related field
* Strong analytical skills and proficiency in Excel
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
We offer a range of benefits, including clear career progression pathways, flexible working arrangements, and professional development opportunities.