Wealth Adviser
20-5-25 Wellington / Permanent
A Reputable Financial Planning firm is looking for you, to join their team as a Wealth Adviser to service their HNW Clients!
The team are looking for someone who has experience in servicing an Investment client base and unpacking new business opportunities in the Industry for more than 5 years.
Primarily this role is accountable for retention and growth of a client base and attract new business, through ongoing reviews and advice processes, that educates and improves the financial literacy of clients and supports them to make informed financial decisions.
You will have the ability to work from home and In the Office.
Attractive Remuneration Package made up of a Base Salary and Benefits will be provided.
Autonomous role as well as a fun team culture.
Support, Ongoing training and development throughout your career, with be provided by the Leadership team!
If you are in the market for a change, and would love to work in this beautiful, Windy City, or even looking to relocate here, please contact me for more information about this amazing opportunity!
Contact Hayley Jordaan on 021 191 1101 for a confidential discussion. Or Apply on the Link Provided.
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Hayley Jordaan
Associate Director — Wealth Management
