Role:

• As an experienced Financial Advisor, you will leverage your in-depth knowledge and seasoned experience to offer comprehensive financial planning and advice.

Your responsibilities include:

• Client Financial Assessment: Conduct detailed evaluations of clients’ financial statuses and future goals.
• Strategic Planning: Develop sophisticated financial strategies and investment portfolios tailored to high-net-worth individuals and businesses.
• Ongoing Advisory: Provide continual, proactive advice and adjustments to financial plans, ensuring optimal outcomes for clients.
• Relationship Management: Foster and maintain deep, trust-based relationships with clients through exceptional service and insights.
• Market Analysis: Stay abreast of market trends, regulatory changes, and new financial products to ensure clients receive the best possible guidance.

Qualifications:

• Extensive experience as a Financial Advisor or similar role
• At least 3 years in the corporate environment
• Deep understanding of financial products, investment strategies, and regulatory frameworks
• Proven track record of successful financial planning and client relationship management
• Strong analytical, communication, and interpersonal skills
• Relevant degree in Finance, Economics, Business, Sales, Marketing, Financial Planning or a related field (CFP or similar certification preferred)
• Own car and laptop
• Clear criminal record and credit history

Benefits:

• Competitive compensation package with performance-based incentives
• Opportunities for continuous professional growth and development
• Flexible working environment and a collaborative team culture
• Comprehensive health benefits