-
Job Description
Senior Financial Advisor for high net worth clients sought. 5+ years of senior advisory experience, QFA qualification, and excellent knowledge of investment products required. Responsibilities:
Servicing existing clients
Expanding client base
Formulating and presenting tailored financial solutions
Developing business plans
Required Skills:
QFA qualification
Senior advisory experience
Excellent financial expertise
Strong interpersonal and problem-solving skills
Ability to work collaboratively and prioritize workload effectively
Excellent computer skills, including Microsoft Office and CRM systems