wealth manager

• 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
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