Wealth Advisor - Client Advisory

Providing comprehensive financial guidance and personalized investment solutions to clients. Play a key role in understanding clients financial goals, assessing their risk tolerance, and developing tailored strategies to help them achieve their financial objectives. This role requires a deep understanding of financial markets, investment products, and wealth management strategies, as well as exceptional interpersonal and communication skills. The role involves working closely with internal stakeholders and clients to help them achieve their financial goals and navigate the complexities of wealth management effectively.

Attributes required / preferred skills

• Strong knowledge of investment products, financial planning, and portfolio management.
• Strong understanding of asset allocation, portfolio construction, and risk management.
• Strong numerical and communication skills. Excellent quantitative and qualitative analytical skills.
• Ability to engage with clients and build on relationships.
• Ability to multi-task, deliver high quality service.
• Ability to work in a team environment, fast-paced deadline-oriented environment.
• Organization and planning skills. Critical thinking and problem-solving abilities.