Wealth Management Senior Advisor
Core
Develop and manage business relationships with mass-affluent clients, providing personalized financial strategies and tailored advice to help them reach their financial and personal goals.
Role type
Senior Wealth Management Advisor
Builds
Comprehensive 360° wealth management offerings including savings and investments
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Business relationship management, Financial strategy development, Client prospecting, Risk and compliance management, Market trend analysis, Team mentoring
Preferred skills
Negotiation, Public relations, Action-oriented approach
Technologies
None stated
Responsibilities
Drum up new business and develop the full potential of existing members and clients, Set goals and advise members and clients on the best strategies, Develop a comprehensive 360° offering based on member and client needs, Actively contribute to meeting sales objectives by developing action plans, Monitor stock market movements and trends likely to influence investments, Play an active role in promotional and public relations activities
Seniority
Senior, hands-on IC with team mentoring
