Job Discription
Build and manage a B2C portfolio of clients
Plan and manage new account onboarding process, asset transfers and other account service requests
Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach. ...
Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions
Advise on a full range of products and services that can be offered. Providing individualized advice on personal wealth across multiple asset classes.
Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
Complete positive/negative consent client emails, handle exception tracking and comments.
experience
8show more Job Discription
Build and manage a B2C portfolio of clients
Plan and manage new account onboarding process, asset transfers and other account service requests
Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.
Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions
Advise on a full range of products and services that can be offered. Providing individualized advice on personal wealth across multiple asset classes.
Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements. ...
Complete positive/negative consent client emails, handle exception tracking and comments.
experience
8show more
