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Wealth Management Professional
2 months ago
AAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.
Job SummaryWe are seeking an experienced and diploma-qualified Financial Advisor to join our team as a Servicing Advisor. The successful candidate will be responsible for managing a client portfolio of up to 200 clients, providing expert advice and guidance to help them achieve their financial goals.
Key Responsibilities- Manage a portfolio of up to 200 clients, providing regular reviews and updates to ensure their financial needs are being met.
- Develop and implement tailored financial plans to help clients achieve their goals, whether it's saving for retirement, investing in property, or managing debt.
- Provide expert advice on investment options, tax planning, and other financial matters, ensuring clients are fully informed and empowered to make informed decisions.
- Build and maintain strong relationships with clients, understanding their individual needs and preferences to deliver personalized service.
- Work closely with other members of the team to ensure seamless communication and collaboration, sharing knowledge and expertise to deliver exceptional results.
- Minimum 2 years' experience in a similar role, with a strong track record of delivering exceptional results.
- Diploma-qualified in a relevant field, such as financial services or wealth management.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear, actionable advice.
- Proficient in using CRM software and other relevant tools, with a willingness to learn and adapt to new technologies.
- A competitive salary and bonus package, with opportunities for career progression and professional development.
- A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.
- The chance to work with a highly respected and established provider of wealth management services, with a strong reputation for quality and excellence.
