Wealth Management Advisor

Updated: May 09, 2024 05:15 AM GMT

wealth planner

Moratuwa

Wealth Planning Consultants

(Wealth Planner/ Senior Wealth Planner/ Executive Wealth

Planner)

Role Description

This is a part-time remote role for a Wealth Management Advisor. The Wealth Management Advisor will work with clients to develop and implement personalized financial plans based on their goals and risk tolerance. The Wealth Management Advisor will also monitor market trends, provide investment advice, and manage client portfolios with the goal of maximizing returns while minimizing risks.

"Work from Home Ability"

(Part time/ Full time)

Candidate;

Shall have passed Mathematics in GCE O/Ls

Age shall be above 18

Shall have Computer Literacy

Experience in Insurance, Leasing, Financing, Banking, Education, Management or any other service industry would be an "Added Advantage"
• Anyone who fulfills the above criteria will be recruited immediately**

What we offer;

The right candidates may receive a

6-digit income

including following;

Monthly allowance

Commission and... More Detail