to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
of things so no need for you to find clients, do sales or chase targets. What you'll be doing (and why responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial
of things so no need for you to find clients, do sales or chase targets. What you'll be doing (and why responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial
and maintain data pipelines and automation tools, assist with database management, and monitor performance