Role Summary:
As a Wealth Advisor you will play an important role in driving investment growth by
targeting new clients and deepening relationships with existing ones.
Job Responsibilities:
comparisons, and fund manager reports up to date in order to close sales.
relationships, understand their needs and accordingly pitch suitable products to
them.
requirements.
Education:
Minimum bachelor’s degree in Business Administration, Finance, or a relevant
qualification from a reputable university.
Experience:
Fresh graduates or candidates with up to 2 years of relevant experience, preferably
from a financial institution.
