Advisor, Securities
Core
Serve, prospect for, solicit, and develop business relationships with members and clients to sell securities products and services through various distribution channels.
Role type
securities advisor (financial services)
Builds
personalized solutions and integrated service offers for clients
Domain
financial services / securities
Deliverable
client delivery
Required skills
client relationship management, needs analysis, portfolio oversight, data analysis, regulatory compliance, product knowledge
Preferred skills
industry trend monitoring, solution strategy development
Technologies
none stated
Responsibilities
Establish advisory relationships by identifying current and potential needs and supporting client retention; Set goals and advise members and clients on the best solutions and strategies; Analyze and meet complex client needs, handle requests and follow up as needed; Collect, compile and analyze data. Prepare reports and recommendations; Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed; Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field