Wealth Solutions Consultant

Job Scope:

• Expand business contacts and increase the company's client base

• Conduct analyses to align financial solutions with clients objectives

• Implement targeted strategies to acquire clients across different wealth segments

• Manage client investment portfolios and provide updates on market movements

• Build and maintain strong relationships with new and existing clients

• Perform due diligence, research, analysis, and documentation processes

• Attend monthly investment training (fully sponsored by the company)

• Organise and invite clients to investment events

• Stay updated on current events, critical issues, and market conditions