Client Advisory / Wealth Management

Job Description

Role Overview This is a client‑facing advisory role focusing on delivering personalised wealth and risk management solutions as well as insurance products. The position suits professionals with a strong relationship‑management mindset and experience servicing clients in regulated financial or insurance settings. Key Responsibilities Provide comprehensive financial and wealth advisory solutions across investment and insurance protection needs Build and sustain trusted, long‑term relationships with private and professional clients Carry out regular financial health checks, portfolio reviews, and planning discussions Deliver client‑centric advice on asset allocation, risk management, and financial planning Stay up to date with regulatory, compliance, and licensing requirements applicable to advisory activities Show More