Overview The Retirement Advisor provides advice to clients through holistic and in-depth financial planning, collaborating with Relationship Managers / Insurance Specialists to deliver tailored wealth solutions that align with clients’ goals. This role will enhance the overall advisory experience by ensuring clients receive customised expert guidance and advice that is separated from product recommendations.
Responsibilities - Conduct Financial needs analysis (FNA) to understand clients’ financial goals, life priorities, risk appetite, and overall financial readiness.
- Craft comprehensive financial plans that cover protection, investment, retirement, wealth accumulation, and legacy planning.
- Guide clients on financial options and alternatives to help them make informed decisions.
- Work closely with Relationship Managers / Insurance Specialists to ensure shared understanding of client needs, planning requirements and preferences...