About the role
Join our team as a Wealth Management Associate and assist clients in managing their investments and financial planning.
What you'll do
- Assist clients with investment strategies
- Monitor client portfolios
- Conduct market research
What you'll need
- Bachelor's degree in Finance or Economics
- Strong interpersonal skills
- Customer-focused mindset
Skills
Good to have
Benefits
- Professional training
- Performance incentives
- Health insurance
Interested in this role?
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