Professional Wealth Advisor

2 weeks ago

Taguig, National Capital Region, Philippines FWD - Annapurna Branch Full time

Wealth Planning Opportunity

FWD - Annapurna Branch is offering a wealth planning opportunity for a Professional Wealth Advisor. As a Professional Wealth Advisor, you will work with clients to help them achieve their financial goals and objectives.

Key Responsibilities

  • Develop and implement wealth planning strategies for clients.
  • Conduct financial needs assessments and provide recommendations to clients on how to achieve their financial goals.
  • Build relationships with clients and provide ongoing support and guidance.
  • Stay up-to-date with industry trends and developments to ensure that clients receive the best possible advice.

Requirements

  • Strong analytical and problem-solving skills with the ability to develop and implement effective wealth planning strategies.
  • Excellent communication and interpersonal skills with the ability to build trust and rapport with clients.
  • Ability to stay up-to-date with industry trends and developments.
  • Goal-oriented mindset with a desire to succeed in a dynamic and fast-paced environment.

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