Job Summary

Acquire and manage client investment portfolios by understanding their financial objectives and providing tailored recommendations to support wealth accumulation and protection. Build and expand a professional network to foster long-term client relationships and drive business growth.

Responsibilities

• Acquire and manage a diverse portfolio of client investments to align with their financial objectives
• Analyze clients' financial goals and investment requirements to deliver informed, customized advice
• Present clear, comparative information to enable clients to make confident investment decisions
• Cultivate and sustain long-term relationships with clients to enhance retention and satisfaction
• Develop and expand a professional network by engaging new and existing clients to grow business opportunities
• Assist clients in identifying and addressing wealth accumulation and protection needs through strategic recommendations
• Provide actionable investment recommendations that support clients in achieving their financial goals

Preferred competencies and qualifications

• Experience in sales and investment to effectively engage clients and drive portfolio growth
• Prior experience in client management or related roles considered for senior positions