Candidate Requirements

 

 

Main Responsibilities

• Acquire new clients by building great relationships internally and externally.
• Manage pipeline and workflow to acquire and retain clients.
• Provide excellent service to new and existing clients.
• Be involved with comprehensive wealth and financial planning.
• Ensure that you adhere to client mandates and compliance requirements.
• Meet with clients and review their portfolios.
• Proactively respond to clients changing needs and financial circumstances.
• Build the profile of the Wealth business and network with clients and industry experts.

Qualification and Experience

• Qualified Financial Planner - Certified Financial Planner (CFP).
• Strong experience in Wealth Management and Financial planning.
• Good knowledge of Investment and Insurance products.