RM, Wealth management at Zedcrest Capital Limited

RESPONSIBILITIES

• Responsible for managing clients’ portfolios and relationship management.
• Conduct in-depth reviews to identify the personal and financial needs of clients and deliver consistent & tailored wealth management/financial planning services to address these needs.
• Advise on a full range of products and services within the firm with the ability to cross-sell products.
• Initiate and develop client relationships in identified target markets.
• Act as a trusted adviser to new and existing customers to increase the AUM while providing outstanding customer support.
• Maintain existing client relationships to increase wallet size and generate leads to buy investment products.
• Materialize existing contacts/clients into new business.
• Develop new leads and build a sales pipeline through trusted and approved strategies.
• Drive customer experience through quality advisory, valuable product/solution offerings, and relationship management.
• Meet monthly, quarterly, and annual AUM targets.
• Serve as the link of communication between key customers and internal teams.
• Monitor general developments of competition.
• Prepare regular reports of progress and forecasts to internal and external stakeholders.

REQUIREMENTS

• Minimum 1-3 years of experience in wealth management, financial advisory or a similar role.
• Strong relationship management skills.
• Knowledge of finance, economics, and current developments in the industry.
• Good time management and organizational skills.
• Must be self-driven and proactive.
• Strong mathematical skills.
• Good communication and interpersonal skills.
• Ability to maintain the confidentiality of sensitive information.
• Impressive presentation skills.
• Ability to offer improved customer experience.
• Proficiency in Microsoft Office tools.
• Excellent analytical and critical thinking skills.