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Senior Financial Services Manager
3 weeks ago
Job Overview:
We are seeking a seasoned Financial Services Manager to lead our team of financial advisors. This individual will be responsible for acquiring, managing, and servicing high net worth individuals by offering a wide range of wealth management solutions.
Key Responsibilities:
- Drive the acquisition of high net worth clients and create tailored wealth management strategies to meet their unique financial needs.
- Promote and sell large portfolios, including mutual funds, bonds, and other investment products.
- Build relationships with clients, understand their financial goals, and position our offerings as optimal solutions to their needs.
- Develop and execute a comprehensive sales strategy to expand our business, leveraging personal networks and industry contacts.
- Manage the sales process for large-ticket investments, offering expert guidance on portfolio construction and diversification.
Client Relationship Management:
- Serve as the primary point of contact for high net worth clients, ensuring an exceptional experience across all touchpoints.
- Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
- Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.
- Cross-sell a wide range of financial products to existing clients, maximizing business opportunities.
Investment Product Expertise:
- Maintain a deep understanding of various financial products and be able to communicate their features and benefits effectively to clients.
- Stay updated with developments in the stock market, including trading strategies and new investment products.
- Have hands-on experience with stock market trading and leverage this knowledge to guide clients in structuring their investment portfolios.
- Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques.
Required Skills and Qualifications:
- Minimum 5 years of experience in wealth management or financial product distribution, with a focus on high net worth individuals.
- Proven track record in selling large portfolios and managing high-value relationships.
- Expertise in various financial products and experience with stock market investments.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Additional certifications such as CFA or CFP are an advantage.
Benefits:
Our company offers a competitive compensation package, comprehensive training programs, and opportunities for career advancement.
Others:
Applicants must have strong sales and business development skills, excellent communication and interpersonal skills, and a high level of professionalism and integrity.
