Epicareer Might not Working Properly
Learn More

Wealth Solutions Officer

Salary undisclosed

Checking job availability...

Original
Simplified

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