AVP, Investment Portfolio Counsellor
Core
Manage and drive wealth revenue through investment and treasury products, providing advisory to sales representatives and high-net-worth customers.
Role type
Senior Relationship Manager (Wealth/Investment)
Builds
Investment and Treasury product portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, sales performance management, customer retention strategies, coaching, market analysis, regulatory compliance
Preferred skills
Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), US Series 6, CMFAS M1B/M5/M6A/M6/M8A/M8
Technologies
Investment platforms, CRM systems
Responsibilities
Acquire new-to-wealth businesses, cross-sell and up-sell key products, coach sales representatives, conduct market updates and product workshops, retain high-net-worth customers, adhere to regulatory requirements
Seniority
Senior, hands-on IC