About the job
KEY RESPONSIBILITIES:
- Act as a representative of our client's Financial Consultant Team, ensuring top-notch service delivery.
- Conduct comprehensive financial planning analyses to cater to diverse client needs.
- Organize and participate in client meetings to deeply understand and address both immediate and long-term financial goals, fostering trust and confidence in the advisory team.
- Proactively seek out and establish new client relationships to expand the client base.
- Supervise and guide the Business Development Manager and Para-planner, ensuring effective team collaboration.
QUALIFICATIONS:
- A minimum of three years’ experience in wealth management or financial advisory, with a clean record free of client dissatisfaction and regulatory penalties.
- A proven history of successful client relationship management and acquisition.
- Self-driven and dynamic, with a strong ability to work autonomously.

