Assess clients' needs and deliver bespoke financial solutions: Support existing clients in structuring and optimizing their assets, benefiting from the expert assistance of assistants, Estate Planners, Portfolio Managers, product teams, marketing, and credit specialists * Emotionally and mentally balanced: Support for dealing with life crises, maintaining stability through illness, and good mental health. * Physically thriving: Support for managing physical health with preventive measures and a workplace that helps you thrive, including health care options, bike lease through Flex Benefit Plan, standing desks, medical check-ups, training, and well-being keynotes
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