🔍 Key Responsibilities:

• Client Relationship Management:

  • Build and maintain strong relationships with clients.

  • Conduct regular reviews to assess financial goals, performance, and risk tolerance.

  • Provide tailored advice based on life stage, goals, and market conditions.

• Financial Planning and Advisory:

  • Create comprehensive financial plans, including retirement, tax, estate, and succession planning.

  • Offer investment advisory services aligned with client objectives.

• Investment Management:

  • Develop and manage customized investment portfolios.

  • Monitor market trends and adjust client portfolios accordingly.

  • Collaborate with analysts and portfolio managers on asset allocation and investment strategies.

• Risk and Compliance:

  • Ensure all advisory services comply with regulatory standards and internal policies.

  • Maintain accurate documentation and reporting for all client interactions.

• Business Development:

  • Identify new business opportunities through networking, referrals, and client events.

  • Contribute to revenue growth by acquiring new clients and deepening existing relationships.

• Qualifications:
  • Local Diploma and or Private or Local Degree