BANQUERO GLOBAL WEALTH
Visa sponsorship offered
Core
Coordinate and conduct visits with current or potential clients to determine investment needs and objectives using a risk management methodology, including risk profiling questionnaires and asset/liability assessment, to advise on suitable investment alternatives.
Role type
Wealth Management Advisor
Builds
Investment portfolios and financial advice for individual clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, investment advisory, risk assessment, financial planning, regulatory compliance
Responsibilities
Conduct client meetings to assess investment needs, administer risk profiling questionnaires, analyze client financial positions, recommend investment products aligned with risk profiles