At TeamAce, we help businesses across different industries thrive. We work with businesses to create their desired change by getting the right people, designing bespoke business processes, leveraging data, applying insights and technology. We combine our expertise and take different bespoke approaches to solve different business challenges because we believe there is no one size fits all approach. This way, you keep your eyes on the prize and thrive.Job Summary
As the Wealth Advisor, you will provide tailored investment solutions while managing client relationships and supporting portfolio growth.
Responsibilities
Manage client portfolios and provide investment advisory services
Develop and maintain relationships with high-net-worth clients
Recommend investment strategies based on market insights
Support business development and client acquisition efforts
Monitor portfolio performance and provide regular updates
Requirements
Bachelor’s degree in Finance, Economics, or related field
Minimum of 3years of experience in wealth management or advisory roles
Strong knowledge of investment products and portfolio management
Professional certification such as CIS or CFA (in view) is an advantage.