Wealth Sales Professional
22 hours ago
- Identify new opportunities within the existing client base using in-depth knowledge of products and services.
- Ensure investment recommendations are suitable and align with client's financial goals, financial plans, objectives, and risk tolerance.
- Coordinate/participate in client meetings and events with the Investment Advisor and clients/prospects.
- Provide proactive client service with a problem-resolution focus and attention to details.
- Liaise with various departments for execution, where necessary.
- Respond to client account inquiries and remain accountable to follow-up, as required.
- Help build and execute business plans, client segmentation, and client service plans.
- Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
- Co-manage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities.
- Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
- Trading and/or Portfolio Rebalancing.
- Maintaining a good understanding of client profiles and corresponding investment strategies.
- Prepare, analyze, and present reports and recommendations.
- Assist the advisor in developing investment and financial plans.
- Proactively recommend team and business process improvements.
- Adhering to regulatory policies by staying up to date with all industry rulings and policies.
- Ensuring all client interactions are accurately documented.
- Support Advisor with both conventional and digital marketing programs, including the development, approval, and implementation.
- Supporting practices to ensure administrative processes are streamlined.
- Facilitating a culture of open and honest communication.
- Actively participating and contributing to team meetings.
- Encouraging the generation of new ideas and approaches.
- Sharing knowledge and experience to enhance the development of all team members.
- Exhibiting commitment to grow into a highly trained advisor.
- Other duties as assigned.
- Excellent written and verbal communication skills.
- Analytical and problem-solving skills.
- Strong organizational and time management skills.
- Growth-oriented with ability to take initiative and work independently.
- Understanding of industry and firm compliance regulations.
- Relevant sales and marketing and communication experience.
- Excellent customer service and community involvement.
- Ability to leverage all COI.
- Passion for putting clients first with appropriate solutions.
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