Financial Advisor (SN0734)
Job Description
We are seeking a highly skilled and client-focused Financial Advisor to develop and manage a portfolio of high-net-worth individuals (HNWIs).
- The ideal candidate will have a strong understanding of wealth management strategies, excellent relationship-building skills, and the ability to deliver tailored financial solutions.
Key Responsibilities
- Develop and manage a portfolio of wealth management clients (B2C), ensuring long-term relationships and trust.
- Provide a personalized advisory approach, maintaining strong communication with clients.
- Identify current and potential financial needs and advise on suitable investment opportunities.
- Conduct comprehensive financial reviews to design tailored wealth management solutions.
- Deliver needs-based financial solutions through effective communication and strategic guidance.
- Continuously assess financial risks and opportunities, ensuring clients’ portfolios align with their financial goals.
- Analyze global markets and economic trends to recommend appropriate financial products and services.
Required Skills & Qualifications
- strong analytical and numerical skills.
- managing high-net-worth clients
- lump sum investments
- offshore investments
- fintech, bonds.
- Strong judgment skills and attention to detail.
- Proven sales track record
- Ambitious, success-driven.
Hiring Team Member
