Wealth Executive

Description:

Key responsibilities:
 Engage empathetically with diverse client base with confidence and credibility
 A proven ability to follow through on commitments and tasks
 An interest in growing a client book in a supported environment
 Build and foster key relationships with clients or our partners
 Organise, attend and participate in staff and client events both in person and online
 Work closely with other teams to ensure that client accounts are managed in line with client's mandate, objectives, risk profile and timeline
 Excellent maintenance of records and ability to record and communicate workflow

Requirements:
 A minimum of 2 years’ experience, with proven track record of working with clients, with a good working knowledge of financial products
 QFA or Registered Representative Examination/Certificate in Stockbroking, or be prepared to sit same within areas on able time frame
 A Primary degree or relevant professional qualification
Ideal candidate should have 2 to 5 years experience and ideally hold the QFAgo