AVP, Investment Portfolio Counsellor
Core
Manage and drive wealth revenue by providing investment and treasury advisory to sales representatives and high net worth customers, focusing on acquiring new wealth businesses and retaining existing clients.
Role type
Senior Individual Contributor (Investment Portfolio Counsellor)
Builds
Investment and Treasury product portfolios for high net worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, sales performance management, customer retention strategies, coaching sales representatives, market analysis, regulatory compliance
Preferred skills
Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), US Series 6, CMFAS M1B/M5/M6A/M6/M8A/M8, M5/M8/M8A accreditation
Technologies
Investment and Treasury products
Responsibilities
Drive wealth revenue through investment and treasury products; Provide expertise and advisory to sales reps and customers; Acquire new wealth businesses; Achieve individual sales performance targets; Cross-sell and up-sell to grow product portfolio; Coach sales representatives on wealth products; Retain high net worth customers via consultative approach; Conduct market updates, product briefings, and sales workshops; Ensure adherence to internal policies and regulatory requirements (FAA and related Acts).
Seniority
Senior, hands-on IC