Wealth Solutions Consultant / Wealth Solutions Manager

Job Title: Wealth Solutions Consultant

Job Description

We are seeking a Wealth Solutions Consultant to support business development, client relationship management and wealth management activities.

The role involves understanding clients financial needs, providing information on relevant financial solutions and maintaining ongoing client relationships in accordance with applicable regulations and company policies.

Key Responsibilities

Business Development

• Identify and develop new business opportunities.

• Build and maintain a client base.

• Understand clients financial needs and objectives.

• Provide information on relevant financial products and services in accordance with applicable regulatory requirements.

Client Relationship Management

• Build and maintain professional relationships with clients.

• Respond to client enquiries and provide ongoing customer support.

• Conduct regular reviews of clients financial needs.

• Maintain accurate client records and relevant documentation.

Compliance and Administration

• Follow company policies and established procedures.

• Maintain proper records of client interactions and related activities.

• Ensure accuracy and completeness of required documentation.

Job Requirements

• Good communication and interpersonal skills.

• Ability to build and maintain client relationships.

• Good organisational and documentation skills.

• Ability to work independently and as part of a team.

• Willingness to learn and develop knowledge of financial products and services.

• Ability to follow company procedures and relevant regulatory requirements.