
Financial Portfolio Specialist
23 hours ago
An individual responsible for cultivating and maintaining a portfolio of high net worth clients, delivering personalized financial solutions to meet their wealth management needs.
Key Responsibilities:
- Clients Relationship Management:
- Build and maintain strong relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs
- Provide personalized financial advice, investment strategies, and solutions based on a thorough understanding of clients' risk tolerance, financial objectives, and current market conditions
- Wealth Management Solutions:
- Recommend and sell a range of financial products and services tailored to individual client needs
- Stay updated with market trends, financial products, and industry regulations to offer the most relevant and up-to-date financial advice
- Business Development:
- Identify potential affluent clients through various channels, including referrals, networking, and market research
- Develop and execute strategies to acquire new affluent clients and grow the portfolio size
Requirements:
- Bachelor's degree in finance, economics, business, or a related field
- Proven experience as a Relationship Manager, preferably in affluent banking or private wealth management, with a demonstrated track record of achieving sales targets and delivering exceptional customer service
- Strong knowledge of financial products, investment strategies, and wealth management solutions
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