Strategic Wealth Management Professional
3 days ago
Unlock new opportunities with your career.
Job DescriptionIn today's fast-paced world, organizations help their customers manage and grow their wealth. As a Strategic Wealth Management Professional, you will be part of a global team serving millions of customers worldwide.
Key Responsibilities- Develop in-depth knowledge of holistic financial planning strategies.
- Understand generic financial vehicles and client needs.
- Display high standards of behavioral coaching excellence.
- Presentation skills using different platforms.
- Stay up to date with global economic outlooks.
- Create and manage individual development plans.
- Demonstrate client-centric goal-related questioning techniques.
- A resilient change agent influencing others.
- Experienced business manager with activity-based sales management.
- Postgraduate degree with 5-10 years of relevant experience.
- Strong coaching and influencing skills.
- Indepth knowledge and expertise in coaching responsibility.
- Previous experience as Premier RM, Sales Manager, or Wealth Coach.
- Detailed knowledge of global anti-money laundering standards.
- Local and Group compliance regulations.
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