
Senior Investment Advisor
7 days ago
Job Overview
A seasoned Wealth Manager is required to excel in a dynamic environment.
Key Responsibilities:
- Develop and maintain strong, long-term relationships with high-net-worth clients.
- Understand clients' financial goals and risk tolerance to provide tailored investment, insurance, and wealth planning solutions.
- Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
- Collaborate closely with internal product specialists to deliver comprehensive financial solutions.
- Identify new business opportunities through referrals, networking, and cross-selling.
- Stay up-to-date on market trends, financial products, and regulatory changes to provide informed advice.
- Ensure compliance with regulatory and internal risk management policies.
- Prepare and present periodic performance reports to clients.
- Achieve sales and revenue targets as set by the organization.
Requirements:
- Strong understanding of investment products and services.
- Excellent communication and interpersonal skills.
- Ability to build and maintain long-term relationships with clients.
- Proven track record of achieving sales and revenue targets.
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