Gather financial objectives and data through consultative approach to develop individual client situation perspective.
Design centrally manufactured solution, asset allocation and investment program definition.
Implement financial solutions and foster positive client relationship.
Determine, support and suggest to clients on best suited services and act as client advocate.
Build and develop positive relationship with new and current clients.
Reply to business partners generated sales.
Recommend to clients on investments and securities.
Handle sales meetings daily and identify financial needs and objectives.
Prepare coherent, precise and consistent investment paperwork.
Manage productive management and staff relationships.
Establish productive relationships with wholesalers to update on contemporary product design and selling techniques.
Track activities through client relationship management system.
Reply to supplement business development generated leads.
Strengthen centers of influence and financial professionals’ relationships.
Develop current and new clients through ethical sales methods, client satisfaction and service quality.