Wealth Management Professional
7 days ago
We are a leading agency in the financial industry, and we are seeking a Wealth Management Professional to join our team. As a Wealth Management Professional, you will work closely with clients to understand their financial goals and develop personalized financial plans to help them achieve those goals.
You will analyze financial information, identify areas for improvement, and provide recommendations for investment and risk management. You will also promote and sell financial products to meet sales targets.
We offer a competitive commission scheme, comprehensive training program, and mentoring by experienced professionals. Our ideal candidate will have a background in finance or sales, with excellent analytical skills and the ability to communicate effectively with clients.
Key Skills:
- Analytical skills, especially in evaluating factors from a mass of information
- Good communication skills and enjoy meeting people
- Energetic, motivated, self-disciplined, and responsible
- Willingness to work with the training system
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