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Wealth Management Assistant Advisor in Apprenticeship
Il y a 2 mois
Become a part of a distinguished School of Commerce and Management as a Wealth Management Assistant Advisor.
This is an excellent opportunity to merge academic learning with practical experience.
If you are keen on embarking on a professional journey in Wealth Management, our institution offers a unique program that allows you to gain valuable experience while studying.
KEY RESPONSIBILITIES:
- Engaging with clients and managing incoming inquiries
- Conducting both telephonic and face-to-face meetings with the wealth management consultant
- Overseeing the administrative aspects of client portfolios
- Ensuring adherence to quality benchmarks and security protocols
- Following up with clients to maintain strong relationships
CANDIDATE PROFILE:
- Currently enrolled in a specialized Wealth Management program at Bachelor's degree +5 level
- Driven, effective, and resourceful
- Self-sufficient and proactive in approach
EXPERIENCE/QUALIFICATIONS:
- Bachelor's degree + 3 or equivalent
- Contract duration: 2 years