Our client is a growing Financial Services Broker who offers holistic wealth planning for the High Net Worth.

You will be collaborating with Private Bankers to offer total solution services for High Net Worth (HNW) individuals, businesses and families with diverse needs.

You'll be part of an highly experienced and dynamic team with good teamwork, with case managers assisting in administrative processes.

• CMFAS Papers
• RNF Certification
• Prior experience in HNW clients and life insurance legacy planning is preferred.