Posted: 13h ago
Offer description
Investment Advisor
We are seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will be responsible for managing relationships with high-net-worth clients and providing them with exceptional service.
Key Responsibilities:
* Build long-standing relationships with clients through effective communication and education on portfolio changes and financial markets
* Minimum 2 years experience in private wealth management or related field
greater sound knowledge of financial concepts, markets, current events
The ideal candidate will possess excellent communication skills, be able to maintain positive client relationships during challenging times ,become certified as QFA (Qualified Financial Adviser), gain advanced finance education through training program while maintaining positivity empathising good bad times.
