Opportunity Description
Job ID:
Job Purpose
- Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activation
- Build and deepen relationships with partners to drive business
- Help Identify clients’ financial goals and expectations and assist partners in selecting appropriate investment opportunities
- Create and implement sales strategies / activities
Sales Management
- Meet annual goals / budgets in assigned area/desk (portfolio)
- Develop existing and new client relationships
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
- Maintain communications with bank partners & clients to assess their needs and risk profile, advise on appropriate investment mix
- Manage and monitor current portfolio to identify cross selling and upselling opportunities
- Ensure product d...
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