Wealth Solutions Consultant/Manager

WOW STAFFING

Islandwide
Conduct financial needs analysis for clients
Recommend suitable investment products
Provide quality after-sales service
The role involves conducting comprehensive financial needs analyses through proper fact-finding procedures

Job Summary

  • The role involves conducting comprehensive financial needs analyses through proper fact-finding procedures.
  • Candidates will recommend funds and products that specifically meet the identified client needs.
  • The position includes advising on fund transactions and maintaining up-to-date client coverage records.

Matching Summary

Match Score: 85

The role involves conducting comprehensive financial needs analyses through proper fact-finding procedures.

Skills & Requirements

Must-have

  • Conduct financial needs analysis for clients
  • Recommend suitable investment products
  • Provide quality after-sales service

Nice-to-have

  • Mid-career switch experience preferred
  • Strong communication skills
  • Ability to review client portfolios regularly

Key Requirements

  • Diploma or degree required
  • No prior work experience needed
  • Training provided on the job

Work Rights

Not specified

Tailored Resume

Cover Letter