Private Wealth Advisor

SUMMARY:
Private Wealth Advisor

POSITION INFO:

Private Wealth Advisor

Are you an experienced and client-focused financial professional with a passion for wealth creation? Our client, a leading financial institution, is seeking a Private Wealth Advisor to deliver exceptional service and education to high-net-worth clients.

This is a dynamic role where you will be responsible for increasing sales, driving client retention, and providing tailored wealth management solutions.

Key Responsibilities:

• Deliver exceptional service and education to private wealth clients on wealth creation, accumulation, and protection tactics.

• Analyze and interpret complex personal and juristic financial statements.

• Provide holistic financial solutions and advice across banking, insurance, and investment products.

• Identify opportunities for revenue growth and new customer acquisition.

Minimum Requirements:

• A relevant Degree in Finance, Economics, or Accounting.

• FAIS Accreditation.

• 5 to 7 years'' experience in a Banking, Investment, Financial Planning, or Wealth Management environment.

• Experience in providing tailored wealth management solutions, with extensive knowledge in Fiduciary and Estate Planning.

• Certified Financial Planner (CFP) certification is a preferred qualification.

If you are a driven and strategic professional with a proven track record in client acquisition and relationship management, we encourage you to apply.

 

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