Wealth Planning Advisor for High - Net - Worth Individuals
Location
On-site (Mukio HQ)
Type
Full Time
Overview
The Wealth Planning Advisor for High - Net - Worth Individuals will create customized wealth plans for high - net - worth clients.
Key Responsibilities
Understand clients' financial goals and risk tolerance
Develop comprehensive wealth plans, including investment, tax, and estate planning
Recommend suitable financial products and services
Regularly review and adjust wealth plans according to market changes and clients' circumstances
Required Skills & Qualifications
Bachelor’s or Master’s degree in Business or Economics
3+ years of experience in consulting
Strong problem-solving skills
Excellent stakeholder management skills
What We Offer
Competitive salary and benefits
Professional development programs
Exposure to diverse projects