Wealth Management Adviser
Liberty
- West Rand, Gauteng
- Permanent
- Full-time
- Develop and implement customized financial plans based on client's goals and risk profiles.
- Conduct comprehensive financial analysis, including cash flow projection, retirement planning, and investment analysis.
- Monitor and evaluate clients' investment portfolios and provide timely recommendations for adjustments.
- Collaborate with internal teams, such as estate planning and tax professionals, to provide holistic wealth management solutions.
- Stay updated on market trends, investment products, and regulatory changes to provide informed advice.
- Build and maintain strong relationships with clients through regular communication and personalized service.
- Provide financial education and guidance to clients to help them make informed decisions.
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