Wealth Advisory Expert

6 dni temu


Warszawa, Mazovia, Polska deVere Group Pełny etat
Job Description

We are seeking an experienced Financial Services Specialist to join our team as a Wealth Advisory Expert. The ideal candidate will deliver personalized investment solutions to help clients work towards their long-term financial goals.

  1. Provide financial planning support to clients.
  2. Support investment professionals to cultivate client relationships.
  3. Prepare financial plans and check their accuracy.
  4. Advise clients on the best financial solutions for their medium to long-term plans.


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