wealth manager

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