Overview
We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money.
The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
Responsibilities
Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess client’s overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client base and build win-win relationships Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet ...