Financial Assistant
4 weeks ago
Role Overview:
As a Financial Concierge, you will be crucial in sourcing leads, and providing expert guidance on our investment product. You will need a deep understanding of financial principles, the ability to articulate the distinct advantages compared to traditional investment options, prior background in wealth management is a plus.
Key Responsibilities:
- Lead Qualification
- Qualify and engage hot leads to assess their suitability.
- Drive and facilitate interactions with our RIAs and ensure high-quality prospects interact with our advisory team.
Educational Outreach:
- Explain the unique aspects, contrasting it with traditional investment strategies.
- Provide detailed insights into how the plan operates and its potential benefits to clients.
Client Onboarding and Advisory:
- Guide prospects to RIA interactions, followed by comprehensive one-on-one sessions to address questions and facilitate onboarding.
- Conduct personalized advisory calls to develop tailored investment strategies for each client.
Client Relationship Management:
- Build and maintain strong relationships with high-profile clients, ensuring ongoing satisfaction and engagement.
- Monitor and address clients' evolving needs and investment goals, providing proactive and responsive service.
Qualifications:
- MBA candidates with specialisation in Finance, Sales and Marketing are highly preferred.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.Related certifications (e.g., CFP) will be preferred.
- Minimum of 3+ years of proven experience in wealth management, investment advisory, or a similar financial role.
-E xtensive knowledge of investment principles, financial markets, asset management, and portfolio construction.
- Demonstrated expertise in managing high-net-worth client relationships and providing tailored financial advice.
- Strong analytical skills with the ability to interpret financial data and market trends.
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