Available Vacancy
Wealth Management Advisor
Duties & Responsibilities
- Develop and maintain a robust pipeline of potential clients.
- Assess clients' financial goals, risk tolerance, and investment horizons to recommend appropriate investment strategies.
- Ensure compliance with all relevant regulatory requirements and company’s internal policies.
- Ensure accurate and timely execution of client instructions, requests, and transactions.
- Oversee the timely execution of documents and agreements with clients.
- Contribute to the company's bottom line through revenue generation.