Posted:12 hours ago|
Platform:
Work from Office
Full Time
Role and Responsibilities:
-Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors.-The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs and providing holistic solutions.-Implement action plans in coherence with the financial plan of the clients to achieve financial objectives.-Offer continous support to the clients throughout the year, addressing any questions.
Work experience:
-Relevant work experience with wealth/financial planning products or in client-facing wealth management-Ability to operate in a team-oriented and collaborative environment-Self motivated, flexible and adaptable in an ever-changing environment-Excellent interpersonal and communication skillsCommitment to personal and professional development
Academic background:
Chartered Accountant or Top Tier MBA (Optional)
CFP/ CWM or
CFA Level 2 cleared/ CFA Level 3 candidates
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