Roles & Responsibilities
To provide clients a full range of wealth management products, while building long term relationships with the clients.
To help develop investment strategies for clients to help them achieve their financial goals, while offering advice and information on various investment solutions.
Generate growth in AUM and revenue that will ensure delivery of the financial plan and achievement of business objectives through effective client acquisition and client portfolio management.
Ensure proper advisory procedures and documentation while adhering to the internal policies, business processes and external regulatory requirements
Qualifications and Education Requirements
Prior experience in advising on wealth management products
Strong knowledge of financial products and services
Preferred Skills
Ability to inspire trust and confidence in clients and team members
Excellent oral and written communication skills with clarity of thought, speech, and expression
Excellent interpersonal skills
Ability to travel domestically and internationally if required
Good Analytical Skills
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hardworking
Result oriented
Ability to work in cross functional environment to deliver desired results
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