Wealth Advisor (Full-time / Part-time / Freelance)

Full-time Other-General

We are looking for a driven and client-oriented Wealth Advisor to deliver financial planning and advisory solutions to both individuals and businesses. The ideal candidate will support clients in reaching their financial objectives through customised strategies, effective relationship building, and trusted financial advice. Build a rewarding career while making a positive difference in helping others achieve financial confidence and security.

Key Responsibilities

• Establish and nurture strong, long-term relationships with clients.
• Identify clients’ financial objectives and recommend appropriate solutions to meet their needs.
• Perform financial assessments, reviews, and needs analysis to understand clients’ requirements.
• Provide guidance on wealth planning, savings strategies, insurance coverage, and investment solutions.
• Create personalised financial plans based on clients’ goals and circumstances.
• Keep current wi...