Wealth Management Senior Advisor
Core
Serve, solicit, and develop business relationships with mass-affluent Signature Service members and clients to help them achieve financial and personal goals using a 360° approach.
Role type
Senior wealth management advisor
Builds
Financial strategies including savings and investments
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, risk management, compliance management, business development, client relationship management, strategy execution
Preferred skills
Premium support delivery, expert partner collaboration
Technologies
360° approach framework
Responsibilities
Advise clients on executing savings and investment strategies, maintain business relationships with clients and expert partners, carry out and follow up on strategies, make recommendations to ensure client satisfaction, drive business growth, ensure sound risk and compliance management
Seniority
Senior, hands-on IC