This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service
Job Summary
This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service.
This person will be responsible for managing and growing a portfolio of HNW clients through the provision of tailored structural, financial and investment solutions.
Working closely with a team of support staff, this person will be well placed to deliver an exceptional client experience, while fulfilling their passion of helping clients achieve their financial goals.
Matching Summary
This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service.
Skills & Requirements
Must-have
Manage and grow HNW client portfolios
Holistic financial advice
Investment planning
Retirement planning
Intergenerational wealth transfers
Philanthropy
Client relationship management
Business development activities
Nice-to-have
Client-centric approach
Fiduciary guidance
Global expertise
Local insight
Key Requirements
1-2+ years' experience as a Financial Adviser
Focus managing HNW client portfolios
Comply with Qualifications Standard for Financial Adviser (Retail)
Strong compliance and technical knowledge
Advanced understanding of investment products, taxation, retirement & estate planning and risk management and insurance