Achieve the assigned individual AUM target for the period.
Advising clients on financial products and services
Review clients' portfolio and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
Managing Investment and Assets of the clients
Carrying out market research and customer surveys to assess demand, brand positioning and awareness
Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
Implement financial recommendations and assist with implementation of the plan.
Contact clients periodically to determine any changes in their financial status.
Investigate available investment opportunities to determine compatibility with client’s
financial plan.
Analyze Financial information with client to learn about their financial goals, risk tolerance and current asset allocation.
Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
Ensure all regulatory compliance requirements are strictly observed and followed.
Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
Optimize the use of technological tools to improve investment management process and operational efficiency.
Act as a good ambassador of the organization through proper conduct always to portray the organization in good light.
Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
Organizing financial trainings for organizations and groups to enhance brand visibility.
Other assigned responsibilities.
Qualifications & Key Skills
BSc Degree in Marketing, Business Administration or any other related field
MBA is an added advantage
Minimum of 3 - 5 years of experience on the job as a Wealth Advisor
Gmail
Yahoomail