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Private Client Advocate
29 April by Shearwater Recruitment
Full Time (38 hrs/wk)
Job Description
Position: Private Client Advocate
Employer: Shearwater Recruitment
We are seeking a Private Client Advocate to engage with clients and provide personalized service tailored to their financial needs.
Key Responsibilities:
- Manage client relationships and provide financial planning advice.
- Assist clients with investment strategies and solutions.
- Ensure compliance with industry standards and regulations.
For additional details and to apply, please visit the link below.
