Join Archer's independent team as an Assistant Wealth Management Advisor. Focus on affluent clients and collaborate on financial strategies to enhance their wealth and security.
At Archer, we specialize in financial planning, portfolio management, and insurance for high-net-worth clients. As an Assistant Advisor, you will support customer meetings, manage routine inquiries, and monitor financial strategies alongside seasoned consultants. Strong analytical skills and interpersonal abilities are key to thriving in this role.
Key Responsibilities:
• Prepare and take part in client advisory meetings
• Monitor financial strategies related to investments and insurance
• Serve as a primary contact for client questions
• Manage certain client relationships under supervision
• Assist in business development and event preparation
Requirements:
• University degree in finance or related field
• 18 months of relevant experience in securities
• CIM qualification or L...