Wealth Planner Job in Catherine Chee & Associates

Catherine Chee & Associates is looking for a Wealth Planner to join our team. If you are passionate about finance and enjoy helping people manage their wealth, this job is perfect for you! You will work with clients to plan their financial future and provide investment solutions that match their goals.

Responsibilities:

• Meet clients and understand their financial needs.
• Provide financial planning advice and investment options.
• Help clients with insurance, savings, and retirement plans.
• Monitor clients’ portfolios and suggest improvements.
• Stay updated on financial market trends and products.
• Build and maintain strong client relationships.
• Prepare financial reports and proposals.
• Work with a team to achieve sales targets.
• Follow company and industry regulations.
• Attend training sessions to improve financial knowledge.

Skills Required:

• Good communication and interpersonal skills.
• Strong financial knowledge and analytical skills.
• Ability to explain financial concepts in simple terms.
• Good problem-solving and decision-making abilities.
• Self-motivated and goal-oriented.
• Proficiency in Microsoft Excel and financial tools.

Qualifications:

• Diploma or degree in Finance, Business, or a related field.
• Certification in financial planning is a plus.
• Knowledge of investment and insurance products.

Experience:

• 1-3 years of experience in financial planning or sales.
• Fresh graduates with a strong interest in finance can apply.

If you are ready to grow your career in wealth planning, apply now and join Catherine Chee & Associates! 🚀