Our company is looking for a self driven professional who provides support to the Wealth Executive Director by handling wealth and financial administrative and technical tasks. These tasks will involve creating and managing a client's wealth and financial portfolio, and allowing the Director to focus more on building client relationships, providing strategic advice, and closing sales prospects.
Key Responsibilities
- Conduct thorough research on wealth and financial products, services, and market conditions to support advice and implementation of wealth and financial plans.
- Prepare and construct comprehensive wealth and financial plans, including suitability reports, and provide updated projections to the Director.
- Facilitate compliance checks to ensure that wealth and financial plans meet regulatory requirements.
- Handle administrative duties such as gathering documents, taking notes in client meetings.
- Assist with the administrative work to implement recommendations, such as processing applications for new accounts or policies.
- Answer technical queries and provide support on various wealth and financial planning-related issues.
- Provide support in maintaining client relationships, contact leading to sales contracts closure.
- Gather and organize client information, ensuring that records are accurate and up-to-date.
- Event management and follow-up.
If you have what it takes, we would like to hear from you!
Successful candidates will receive comprehensive training and support, including a lucrative compensation package.
