Wealth Solutions Consultant
Core
Develop and manage a client portfolio while conducting financial needs analysis, recommending products, and supporting the development of new financial planning professionals.
Role type
Wealth Solutions Consultant (Financial Advisory)
Builds
Client portfolios and business development pipelines
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial needs analysis, product recommendation, client relationship management, business development, regulatory compliance, recruitment support
Preferred skills
Leadership capabilities, management transition readiness
Technologies
CMFAS Papers (RES5/M9/M9A/HI/M8/M8A)
Responsibilities
Conduct financial needs analysis based on clients' circumstances and risk profiles; Recommend suitable products and fund options; Explain features, benefits, risks, fees, and limitations of solutions; Assist clients with fund-related transactions; Develop and manage client portfolios; Develop and implement business development and marketing plans; Identify and refer prospective candidates; Support administrative and business-management activities.
Seniority
Experienced professional or new entrant (Contract for Service)