Wealth Management Department- Private Wealth Advisor
Core
Developing and maintaining business relationships with high-net-worth individuals, families, family offices, and corporates to provide professional asset allocation suggestions and investment consulting.
Role type
Private Wealth Advisor
Builds
Long-term service relationships and product sales for high-net-worth clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
asset allocation, investment consulting, product sales, relationship management, financial market product knowledge
Preferred skills
retail/personal business experience, excellent communication skills, passion for sales
Technologies
N/A
Responsibilities
Develop and maintain business relationships with high-net-worth individuals and corporates; Provide professional investment consulting and advisory services; Utilize company resources to meet diversified financial needs
Seniority
Individual Contributor