AVP, Portfolio Counselor, PFS
Core
Manage and drive wealth revenue for Investment Products by assisting on Client Events, Tea Talks, Joint Sales Calls and giving unbiased product briefing to the Sales Team/Customers.
Role type
senior IC portfolio counselor (wealth management)
Builds
key product portfolios for investment products
Domain
banking + wealth management
Deliverable
client delivery
Required skills
investment product advisory, financial market understanding, client event management, sales coaching, investment strategy development, regulatory compliance
Preferred skills
asset management experience, treasury experience
Technologies
mutual funds, structured products, treasury products
Responsibilities
Provide expertise and advisory to Sales Representatives and Customers on wealth related products; Cross promote to grow key product portfolios; Coaching of Sales Representatives on key features in Investment Products; Understand customer's financial profile and needs to develop investment strategies to address and meets customer's financial goals; Adhere to Bank's internal policies, business processes and regulatory requirements including compliance with related laws/Acts.