Regional Investment Counselor
Core
Drive growth in the high valued (HV) customer segment's investment business through understanding customer needs and offering suitable investment services.
Role type
Senior IC investment counselor (wealth management)
Builds
Investment portfolios and fee income for high net worth clients
Domain
Banking and wealth management
Required skills
Wealth management product knowledge, client-centric sales methodologies, competitive intelligence, seminar organization, strategic collaboration, KPI achievement
Preferred skills
CFA/CFP/CFMP certification, experience in IC/CRM serving HNW clients
Technologies
N/A
Responsibilities
Drive investment fee income through direct customer engagement or joint meetings with CRMs, Develop and implement client-centric sales methodologies, Evaluate potential investment products and provide feedback to product teams, Conduct competitive intelligence and market benchmarking, Organize and host investment seminars for HV clients, Collaborate with Regional Investment Managers to grow HV investment business
Seniority
Mid-Senior, hands-on IC