Posted time October 25, 2024 Job type Full-time
  • Experience: Minimum of 5 years of experience in wealth management, financial advisory, or a related field, with a proven track record of success in serving financial planning clients. Strong understanding of financial markets, investment principles, and wealth management strategies. Excellent interpersonal and communication skills, with the ability to build rapport with clients and effectively convey complex financial concepts. Proficiency in financial modelling, portfolio analysis software, and Microsoft Office suite. Detail-oriented with a commitment to accuracy and compliance. Demonstrated ability to work independently and as part of a team in a dynamic and fast-paced environment. Achieve production targets and client portfolio growth as agreed through a combination of your own as well as Centillion Wea