Affluent Client Advisor
Core
Building and maintaining relationships with high-net-worth individuals to provide tailored financial advice and ensure their financial goals are met through banking and investment products.
Role type
Senior IC wealth management advisor
Builds
Wealth management, investment solutions, insurance, and lending products
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
financial needs analysis, wealth management strategies, investment product knowledge, sales and client acquisition, regulatory compliance, financial planning
Preferred skills
relevant financial certifications (Investment Planner, Securities License)
Technologies
Microsoft Office Suite
Responsibilities
Develop strategies to acquire new affluent clients and expand existing relationships; Conduct in-depth financial needs analysis; Provide expert advice on wealth management, investments, insurance, and lending; Monitor market trends to provide timely recommendations; Prepare and present customized financial plans; Ensure compliance with internal policies and regulations; Collaborate with product specialists to deliver holistic solutions; Achieve individual and team sales targets; Handle client inquiries and resolve issues.
Seniority
Mid-level, hands-on IC