Wealth Financial Manager

Key Responsibilities

• Financial Planning: Create personalized plans for retirement, wealth transfer, and asset growth.
• Portfolio Management: Monitor market trends, rebalance investments, and review client assets.
• Client Relations: Build trust, understand changing client needs, and provide ongoing support.
• Product Advisory: Recommend suitable solutions across investments, savings, and protection.
• Management: To manage a team of associates, to guide & teach. Assuring team KPI is met.