Wealth Manager - Training provided + Flexi-hour +Progressive Career

We provide personalized wealth management solutions for high-net-worth individuals, families, and business owners. Our focus is helping clients grow and protect their wealth through expert advice and long-term planning.

We're looking for a client-focused Wealth Manager to join our advisory team. You'll guide clients through financial decisions, build strong relationships, and create tailored plans based on their goals and needs.

What You'll Do :

• Create customized financial plans for clients based on their goals and risk profile
• Conduct financial reviews and offer clear, actionable advice
• Build long-term client relationships through regular check-ins and support
• Stay updated on market trends and financial strategies
• Help grow our client base through planning-led engagement

Why Join Us :

What We're Looking For :