Private Wealth Advisor

Private Wealth Advisor

Are you an experienced and client-focused financial professional with a passion for wealth creation? Our client, a leading financial institution, is seeking a Private Wealth Advisor to deliver exceptional service and education to high-net-worth clients .

This is a dynamic role where you will be responsible for increasing sales, driving client retention, and providing tailored wealth management solutions .

Key Responsibilities :

Deliver exceptional service and education to private wealth clients on wealth creation, accumulation, and protection tactics .

Analyze and interpret complex personal and juristic financial statements .

Provide holistic financial solutions and advice across banking, insurance, and investment products .

Identify opportunities for revenue growth and new customer acquisition .

Minimum Requirements :

A relevant Degree in Finance, Economics, or Accounting .

FAIS Accreditation .

5 to 7 years' experience in a Banking, Investment, Financial Planning, or Wealth Management environment .

Experience in providing tailored wealth management solutions, with extensive knowledge in Fiduciary and Estate Planning .

Certified Financial Planner (CFP) certification is a preferred qualification .

If you are a driven and strategic professional with a proven track record in client acquisition and relationship management, we encourage you to apply.