SUMMARY:
Empower High-Net-Worth Clients as a Wealth Advisor!
POSITION INFO:
Position: Private Wealth Advisor
The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid understanding of global markets, and the ability to build meaningful, lasting relationships.
Primary Responsibilities:
- Strategic Financial Planning: Provide expert advice on wealth creation and asset protection, identifying fiduciary opportunities and recommending appropriate financial products.
- Portfolio Growth and Retention: Drive revenue growth by building and maintaining a portfolio that meets profitability targets, delivering personalized financial strategies and solutions.
- Collaborative Relationship Building: Establish strong relationships across teams to drive innovation and achieve service excellence.
- Compliance and Quality Assurance: Maintain a high standard of service quality and ensure compliance with legislative, audit, and regulatory standards.
- Process Optimization: Seek opportunities to improve efficiencies, contain costs, and enhance service delivery through strategic process improvements.
Qualifications and Experience:
- Minimum Education: Degree in Finance, Economics, or Accounting.
- Preferred Certification: Certified Financial Planner (CFP).
- Experience: 3–5 years in banking, wealth management, or financial planning environments.
Skills & Knowledge Required:
- Proficiency in banking and financial service systems and regulatory requirements.
- Strong project management skills, with the ability to work independently and make informed decisions.
- Extensive knowledge of financial markets and investment products.
Additional Information:
The Wealth Advisor is expected to stay informed about market developments and continuously enhance their knowledge of financial planning and wealth management. This role offers the chance to work in a supportive environment with a focus on professional growth and an unwavering commitment to integrity and excellence in service.
