Experienced Financial Advisor
4 days ago
About Us
At JS Wealth, we strive to provide the best possible service to our clients, leveraging our fintech wealth management platform to access a broad range of investment assets.
The Role
As a Private Client Relationship Manager, you will be responsible for delivering exceptional client experiences through consultative financial planning advice, business relationship management, and investment analysis.
Key Responsibilities
- Provide expert financial planning advice to High Net Worth Individuals and family trusts
- Build and maintain strong relationships with clients to understand their financial goals and objectives
- Analyze and present investment opportunities to clients
- Manage client investments on a day-to-day basis
What We Offer
We offer a dynamic and supportive work environment, professional development opportunities, and a competitive compensation package.
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