EX Squared is looking for a Senior Wealth Management Consultant to join our team. This role focuses on nurturing and managing strategy-only client relationships, delivering exceptional service and impactful investment advice to elevate client experiences and drive growth.
What You'll Do
- Nurture and manage strategy-only client relationships
- Deliver exceptional service and impactful investment advice
- Elevate client experiences and drive significant growth for the partner
What We're Looking For
- Proven experience in wealth management or financial advisory roles
- Strong record of managing high-value client relationships
- Expertise in delivering strategic investment advice
- Ability to proactively drive client growth and satisfaction
- Excellent communication and interpersonal skills
Work Mode
This is a fully remote position open to candidates globally.
EX Squared is an equal opportunity employer.
