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Investment Advisory Specialist
2 weeks ago
About the Role
We are seeking a skilled professional to join our team as an Investment Advisory Specialist. This role requires building and deepening relationships with existing High Net Worth (HNI) customers, acquiring new clients for the firm, and developing new territories.
The successful candidate will identify customer needs and provide them with the right financial planning assistance and asset allocation through our services.
In this role, you will work effectively with colleagues across different divisions of the bank to cross-sell products and services to clients.
You must adhere to all company processes and policies and carry the brand through developed functional and behavioral skills.
This is a challenging opportunity for those who can deliver sales targets while providing exceptional service to clients.
Key Responsibilities
- Building and deepening relationships with existing HNI Customers
- Acquiring new clients for the firm
- Developing new territories
Requirements
- Strong communication and interpersonal skills
- Able to work effectively in a team environment
- Familiarity with financial planning and asset allocation
What We Offer
- A competitive salary and bonus structure
- Opportunities for career growth and development
- A dynamic and supportive work environment
