About the role
HNW Investment Counsellor (1 Year Contract) role based on the published job description. Review the original posting for the most detailed responsibilities and qualifications.
BankingOnsite
Key Responsibilities
- Cultivate deep, long-term relationships with affluent clients
- Provide tailored investment advice on protection and wealth accumulation
- Guide clients through complex financial landscapes
- Assist with legacy planning and intergenerational wealth transfer strategies
Requirements
- Client-centric approach with high-net-worth individuals
- Strong understanding of investment products and financial planning
- Ability to navigate complex financial goals
- Commitment to building enduring client relationships