Finacial Wealth Planner
FWD Insurance One Obsidian Branch
Job Description
Benefits
Employee Recognition and Rewards
Performance Bonus
- Assess clients' financial needs and develop personalized wealth management strategies.
- Provide investment advice and portfolio management tailored to individual goals.
- Monitor and review client accounts, making adjustments as necessary.
- Educate clients on financial products and market trends.
- Build and maintain strong client relationships through regular communication.
- Ensure compliance with financial regulations and standards.
- Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
- Experience Level: Fresh graduates or students looking for entry-level positions.
- Skills and Competencies: Excellent communication skills, strong analytical abilities, and proficiency in financial planning tools.
- Responsibilities and Duties: Assist clients in developing financial plans, assess financial goals, and provide investment advice.
- Working Conditions: Office-based with potential travel for client meetings.
- Qualities and Traits: Self-motivated, detail-oriented, and possess a strong ethical foundation.
Shervin Peji
Senior Financial Wealth PlannerFWD Insurance One Obsidian Branch
Working Location
Pacific Star Bldg
Posted on 15 May 2025
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FWD Insurance One Obsidian Branch
Unfinanced / Angel
501-1000 Employees
Insurance & Superannuation
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