Wealth Specialist

Job Description:

A Wealth Specialist provides personalized financial advice and solutions to clients, helping them manage and grow their wealth effectively.

 

Job Scope and Responsibilities:

• Assess clients’ financial goals, risk tolerance, and investment preferences.
• Create customized financial plans and investment strategies.
• Provide recommendations on investment products, insurance, and estate planning.
• Monitor financial markets and economic trends to inform clients.
• Educate clients on financial literacy and wealth management concepts.
• Build and maintain client relationships through regular communication.
• Stay updated on regulatory changes and financial industry developments.

APPLICATION FORM