Job Summary
You will manage and consolidate client portfolios while acquiring new clients through targeted activities. Deliver tailored financial advice and solutions to individuals and corporate clients, fostering long-term relationships. Support estate planning, will writing, and legal documentation such as Lasting Power of Attorney (LPA) and Advanced Medical Directive (AMD).
Responsibilities
- Manage and consolidate existing clients portfolios to optimize financial outcomes and client satisfaction
- Acquire new clients by executing strategic outreach and engagement activities
- Provide personalized financial advice and develop customized solutions for individual and corporate clients to meet their financial goals
- Maintain and deepen long-term relationships with clients through consistent communication and service excellence
- Facilitate estate planning and will writing processes to ensure clients assets are managed according to their wishes
- Assist clients with preparing Lasting Power of Attorney (LPA) and Advanced Medical Directive (AMD) documentation to support their legal and medical directives
- Deliver responsive and effective after-sales service to enhance client retention and trust
- Collaborate effectively within a team environment, demonstrating adaptability and clear communication
- Participate actively in a structured training program to develop professional skills and prepare for leadership roles
- Pursue a management path with the potential to advance within one year
Preferred competencies and qualifications
- Demonstrate ability to learn quickly and articulate financial concepts clearly to clients and colleagues
