JOB RESPONSIBILITIES:
Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.
Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.
Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.
Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.
JOB REQUIREMENTS:
Bachelor’s degree in any field.
3-15 years’ experience within financial services specifically wealth management.
Charismatic personality with excellent communication and presentation skills.
Professional outlook
Ability to work independently and meet ambitious targets.
Adept at building and maintaining client relationships.
High ethical standards and integrity in all financial dealings, placing the clients’ best interests at the forefront
Apply via :
fadacresources.zohorecruit.com
