Wealth Manager - Sales (2-4 yrs)
Roles and Responsibilities:
1) Build and Manage relationship, identify, and cultivate potential leads.
2) Identify client needs and objectives, and suggest suitable investment options.
3) Introduce alternate investment ideas and products.
4) Liaise with service managers to resolve client queries.
5) Building and maintaining strong relationships with clients, providing on going support and assistance.
6) Conducting regular reviews and feedback sessions with clients.
7) Maintaining a comprehensive database of client portfolios for periodic reviews and performance analysis.
8) Responsible for achieving overall objectives.
9) Liaising with Financial planners and research team for various client facing reports
