Assessor de Invest High
Core
Provide personalized investment advisory services, suggest investment solutions based on client profiles, and prospect new clients for the AAA brokerage.
Role type
Investment Advisor (Financial Services)
Builds
Personalized investment solutions and client accounts for the AAA brokerage
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, client prospecting, portfolio diversification, in-person client meetings, consultative sales
Preferred skills
CEA certification, prior experience in the financial market
Technologies
Microsoft Office
Responsibilities
Suggest investment solutions according to client profiles, ensure service quality and client satisfaction, prospect new resources and retain investments, diversify client portfolios, act as a hunter for new investor clients, conduct in-person visits to clients at agencies or other locations.
Seniority
Individual Contributor