Essential Job Functions

Seeking an experienced Wealth Planner to join our team! Unleash your potential by building lasting client relationships. Work closely with customers to understand their needs and deliver exceptional solutions.

 

Skill and Knowledge Requirements

• Comprehensive understanding of financial planning principles.
• Ability to develop personalized wealth management strategies.
• Proficiency in investment analysis and portfolio management.
• Strong interpersonal skills for client interactions and relationship management.
• Knowledge of tax laws and estate planning techniques.

 

Benefits

• Flexible working hours
• Bonus based structure
• Educational allowance
• Growth opportunities