Client Relationship and Wealth Associate

About the role

Are you passionate about helping others achieve their financial goals while building a rewarding and flexible career? We are looking for driven and motivated individuals to join our growing team as a Client Relationship & Wealth Associate . In this role, you will work closely with individuals and families to understand their needs, provide financial guidance, and build long-term relationships based on trust and value. Whether you're a fresh graduate or exploring a career switch, comprehensive training and mentorship will be provided to help you succeed.

Responsibilities

• Build and maintain meaningful relationships with clients.
• Understand clients' financial goals through structured consultations.
• Provide personalized recommendations in areas such as wealth accumulation, protection, retirement, and legacy planning.
• Conduct regular portfolio reviews and ongoing client servicing.
• Stay updated on financial markets and industry developments.
• Participate in training programmes and professional development initiatives.
• Work collaboratively with mentors and team members to deliver high-quality client experiences.

Requirements

• Diploma or Degree from a recognized institution.
• Strong interpersonal and communication skills.
• Positive attitude with a willingness to learn and grow.
• Self-motivated, proactive, and able to work independently.
• Demonstrates integrity, professionalism, and accountability.
• Prior experience is welcome but not required; training and mentorship will be provided.

Benefits

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Company Intel

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