Wealth Advisor (Flexi/Hybrid/Full & Part-Time)

Wealth Asia LLP
July 6, 2024
$3000 - $8000 / month
路 聽 聽 Performance bonus 路 聽 聽 Yearly bonus 路 聽 聽 Commissions
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Job Description

Work closely with our team of seasoned Wealth Professionals, you will provide personalized wealth management advice and solutions tailored to meet the unique needs of each client. You will help clients refine, define and achieve their goals and coordinate their financial planning.

 

Responsibilities:

1. Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk tolerance.

2. Develop customized wealth management strategies and investment plans aligned with clients’ objectives and preferences.

3. Provide expert advice on investment opportunities, asset allocation, portfolio construction, and risk management.

4. Assist clients in implementing investment recommendations and monitoring portfolio performance on an ongoing basis.

5. Sales prospecting and customer acquisition.

6. Collaborate with internal teams including tax specialists, insurance advisors and mortgage experts, to deliver holistic financial expertise and solutions to clients.

7. Stay abreast of market trends, economic developments, and regulatory changes to provide informed insights and recommendations to clients.

8. Cultivate and maintain strong relationships with clients through regular communication, meetings, and reviews to ensure satisfaction and retention.

9. Continuously expand and enhance your knowledge of wealth management concepts, investment products, and financial planning strategies.

 

Supplemental Pay

路 聽 聽 Performance bonus

路 聽 聽 Yearly bonus

路 聽 聽 Commissions

 

Benefits

–聽 聽 Flexible schedule

–聽 聽 聽Full and Part time work available

 

Join our team at Wealth Asia and embark on a rewarding career where you can make a meaningful impact on our clients’ financial success.

Apply now to become a valued member of our dynamic and expanding team!