Work with Wealth Advisors to execute advisory operations.
Collaborate with the advisory team to prepare financial plans covering investments, retirement
Review clients' income, expenses, assets, liabilities and investment portfolios. This includes
Manage client relationships, understand their financial needs and provide holistic solutions.
Implement action plans based on clients' financial plans and objectives.
Support clients throughout the year.

🎯 Requirements

Chartered Accountant or top-tier MBA (mandatory)
CFP or CWM certification
CFA Level 2 cleared / CFA Level 3 candidate
Relevant experience in wealth management, financial planning products or a client-facing wealth role
Comfortable working in a collaborative, team-oriented environment
Self-motivated, flexible and adaptable

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