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Wealth Management Consultant
2 weeks ago
We are looking for a highly motivated and experienced Wealth Management Consultant to join our LSEG team. In this role, you will be responsible for working closely with our clients to understand their financial goals and objectives, and providing expert advice on our products and services.
The successful candidate will have a strong understanding of financial markets, excellent communication skills, and the ability to work effectively in a fast-paced environment.
The key responsibilities include:
- Developing and maintaining a deep understanding of our clients' financial goals and objectives.
- Providing expert advice and guidance to clients on our products and services.
- Building and maintaining strong relationships with clients, stakeholders, and internal teams.
- Collaborating with product sales and account management to identify and pursue new business opportunities.
- Staying up-to-date with industry trends and developments, and sharing knowledge and expertise with colleagues.