Banking Advisor Wealth - Johannesburg
3 weeks ago
Job summary
A wealth advisor manages the financial well-being of high net worth individuals and families by providing tailored investment advice and portfolio management services.Responsibilities include:
- Conducting client meetings to understand their financial goals and risk tolerance.
- Analyzing client portfolios to identify areas for improvement.
- Making recommendations on investments and asset allocation strategies.
- Monitoring market trends and adjusting portfolios as needed.
Job description
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