Wealth Consultant

About the role

We are seeking a full-time Wealth Consultant to join our team in Lusaka, Zambia. The role involves delivering tailored financial planning, retirement solutions and investment strategies to our clients. You will work on-site, building lasting relationships while providing professional advice.

Key responsibilities

• Consult with clients to understand their financial goals and objectives.
• Design comprehensive financial plans covering retirement, investments and wealth management.
• Conduct market research and analyze investment opportunities.
• Provide expert advice on investment products and strategies.
• Maintain high standards of professional service and client relationship management.

Required profile

• Strong knowledge and experience in financial planning and finance.
• Skilled in retirement planning and investment concepts.
• Proven ability to deliver personalized client advice.
• Excellent communication and interpersonal skills.
• Attention to detail and strong analytical problem-solving abilities.

Required skills

• Financial planning
• Retirement planning
• Investment advisory
• Client relationship management