Wealth Advisor at MacTay Consulting

Objectives:

• To generate new business ideas and devise strategies for acquiring new clients.
• To generate income in line with the set-target of the company.
• Effectively manage business relationships between the company and its clients and ensure excellent service delivery.

Job responsibilities:

• Market and sell appropriate investment products, financial and wealth management services/products to clients
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes
•  Comply with all industry rules and regulation
• Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
• Consult with clients on investment strategies products and services that are suitable for their needs
• Respond to clients questions and requests
• Track and translate investment performance and make recommendations
• Build a strong and long term relationship with clients
• Establish a network of referrals
• Balances referral activities, customer follow up prospect building and administrator task.
• Ability to create a sales and marketing strategies for new client

Job requirements:

• Bachelor’s Degree in any discipline.
• 4 to 6 years of experience involving money management, including investment decision-making.
• Professional qualification will be an added advantage.