Senior Investment Consultant
Core
Consulting with high-net-worth clients and prospects to assess investment needs, develop financial plans, and propose tailored investment solutions.
Role type
Senior Investment Consultant (High Net Worth)
Builds
Individualized financial plans and investment solutions for high-net-worth individuals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
consultative sales process, risk assessment, financial planning, regulatory compliance, product knowledge (insurance/securities), up-selling, cross-selling
Preferred skills
prospecting high-net-worth individuals, community engagement, travel
Technologies
N/A
Responsibilities
Contact existing and prospective clients to assess investment needs and develop action plans; Use consultative sales process to obtain commitment and propose investment solutions; Develop individualized financial plans aligned to client objectives; Process trade orders and money movement instructions; Ensure accurate completion of paperwork in compliance with fiduciary standards; Participate in community affairs to enhance business opportunities; Travel to meet clients at various locations.