Wealth Solutions Officer
Salary undisclosed
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Responsibilities
Support Wealth Sales RMs in increasing AUM and revenue by preparing asset allocation models, portfolio management for ultra-high net clients, increasing system utilization, standardization of spiels and processes, and collaboration to spot growth opportunities
Qualifications
- Graduate of Finance or any business-related course
- Preferably a Registered Financial Consultant (from IARFC – International Association of Financial Consultants), SEC Licensed (FIMS or ESS or Mutual Funds), CUSP, Insurance accreditation, or any investment related certification
- Excellent communication and presentation skills
- Strong background in investment and financial markets analysis
Responsibilities
Support Wealth Sales RMs in increasing AUM and revenue by preparing asset allocation models, portfolio management for ultra-high net clients, increasing system utilization, standardization of spiels and processes, and collaboration to spot growth opportunities
Qualifications
- Graduate of Finance or any business-related course
- Preferably a Registered Financial Consultant (from IARFC – International Association of Financial Consultants), SEC Licensed (FIMS or ESS or Mutual Funds), CUSP, Insurance accreditation, or any investment related certification
- Excellent communication and presentation skills
- Strong background in investment and financial markets analysis