Corporate Financial Advisor (Flexi-Hours)

About this role

Role Overview Are you a detail-oriented professional with a passion for wealth management and client success? Our firm is seeking a dynamic Corporate Financial Advisor to join our client-facing team. In this role, you will provide expert guidance to clients, manage their financial portfolios, and bu

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• Sales / Retail
• Follow Up Clients
• Ensuring Client Satisfaction
• Provides Support
• Financial Objectives

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