In this role, you will be joining the Wealth Management Team and undergoing on-the-job professional training to provide clients with the best financial and banking advice.
You will be monitoring their portfolios and proactively seeking opportunities to expand your existing network. You will maintain good relationships with required stakeholders in order to attend to customer requests in a timely manner.
Our client offers a breadth of life insurance and financial planning services and is a well-respected company in the industry.
The company is known for valuing its employees and strives to be the employer of choice.