Wealth Relationship Manager
Core
Develop and manage a client portfolio while supporting the development of new financial planning professionals.
Role type
Wealth Relationship Manager (Financial Advisor)
Builds
Client portfolios and business development pipelines
Domain
Wealth management and financial advisory
Deliverable
client delivery
Required skills
Financial needs analysis, product recommendation, client relationship management, business development, regulatory compliance, candidate identification
Preferred skills
Leadership capabilities, mentoring
Technologies
CMFAS Papers (RES5/M9/M9A/HI/M8/M8A)
Responsibilities
Conduct financial needs analysis, recommend suitable products, explain product features and risks, assist with fund transactions, review client needs and insurance coverage, develop business and marketing plans, identify prospective candidates, assist with administrative activities
Seniority
Experienced professional or new entrant