About the role
FinEx AI summary
Client-facing role acquiring and advising high-net-worth clients with wealth and insurance solutions. Senior candidates may build and lead a team of advisors. Requires relevant licenses, product knowledge, an existing client network, and strong sales drive.
Core skills Wealth Management Insurance Investment Products Client Acquisition High-Net-Worth Clients Relationship Management
Role details
Work style On-Site
Posted 9 Oct 2026
Sales
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