Principal Wealth Advisor

Job Description

Role and Responsibilities:

- Collaborate with the advisory team to create personalised financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile.

- Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios.

- Take joint responsibility for managing client relationships, deeply understanding their financial needs, and providing holistic solutions.

- Implement action plans in coherence with the financial plan of the clients to achieve financial objectives.

- Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.

Ideal candidate:

- Academic background:

I. Chartered Accountant or II. CFP/ CWM or III. CFA Level 2 cleared/ CFA Level 3 candidates IV. Bachelors/ Masters in a commerce/management field with relevant work experience

- Ability to operate in a team-oriented and collaborative environment

- Self-motivated, flexible, and adaptable in an ever-changing environment

- Excellent interpersonal and communication skills

- Commitment to personal and professional development