Objectives of this role / About the job
- Achieve and exceed revenue targets and assets under advisement (AUA).
- Grow recurring income through fee-based advisory relationships.
- Continuously improve expertise through professional development and certifications.
- Leverage financial tools and technology to improve efficiency and client experience.
Responsibilities: - Actively study the mutual fund universe available to the client to identify and recommend optimal solutions that support client goals and portfolio outcomes.
- Deliver suitable investment solutions aligned with client risk profiles, time horizons, and regulatory guidelines.
- Monitor portfolio performance and recommend rebalancing to manage volatility and protect capital.
- Translate complex investment concepts into clear, practical guidance for clients.
Skills and experiences:
- Outstanding personal and professional relationship within the affluent segment
- Excellent client- and service -orientation as well as outstanding communication skills
- Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
- Excellent presentation and interpersonal skills
- Problem-solving attitude
- Proven track record in client acquisition and management of wealth for clients is essential
- Drive and motivation to work in a target oriented and high-performance culture
- Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations
Preferred Qualifications:
- Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field
- License: IC Complex 2 License is required
- At least 7 years of experience in wealth management is a must
- Proficiency in English is preferable
