Key Responsibilities
* Leads a team of financial advisors to deliver high-quality wealth management services.
The ideal candidate will possess excellent leadership and communication skills, along with relevant certifications and experience in personal taxation. They will manage a portfolio of high-net-worth clients with discretion and professionalism.
To excel in this role, one should have:
* A strong ability to motivate and direct teams towards shared goals.
* Excellent interpersonal skills to effectively communicate complex ideas.
* Detailed knowledge of personal taxation laws and regulations.