Angel Hive Recruitment Hiring! Full Time Wealth Management Consultant in - Ricebowl

About the role

Our client is an organization offering banking services and financial planning.

As a Wealth Management Consultant, you will be responsible for providing comprehensive financial planning and investment advisory services to a portfolio of high-net-worth clients.

What you'll be doing

• Conducting in-depth financial needs assessments for clients to understand their investment objectives, risk tolerance, and financial situation
• Developing personalized investment strategies and financial plans tailored to each client's unique requirements
• Monitoring and reviewing client portfolios regularly, making adjustments as needed to ensure they remain aligned with their financial goals
• Building and maintaining strong, long-term relationships with clients through excellent customer service and communication
• Staying up-to-date with market trends, economic conditions, and financial regulations to provide informed advice to clients

What we're looking for

• 3 years of experience in wealth management or a related financial services role would be a plus.
• Fresh graduates and mid-career personnel are welcome to apply
• "A" Levels or Diploma minimum
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
• Relevant professional qualifications, such as a Certified Financial Planner (CFP) would be ideal but not a must until officially qualified

What is offered

• Flexible work arrangements
• Ongoing training and professional development opportunities
• Opportunities for career advancement and leadership development
• A collaborative and supportive team culture that values work-life balance
• Quarterly bonus. Good allowance
• New comers' overseas trip and free convention attending
• Mentorship and coaching

Job Types: Full-time, Commission, Permanent

Benefits:

• Flexible schedule
• Professional development
• Work from home

Work Location: In person