High Net Worth Portfolio Manager
2 days ago
Company Overview:
Havenwealth is a leading financial services provider dedicated to helping individuals achieve their wealth accumulation and protection goals.
Compensation:
The estimated annual salary for this role is $80,000 - $120,000, depending on experience and performance.
Job Description:
We are seeking a motivated Financial Service Consultant to join our team. As a Financial Service Consultant, you will be responsible for learning and understanding various financial products, acquiring and managing clients' insurance portfolios, sourcing and developing a network of high net worth clients, analyzing and evaluating client's financial portfolio, conducting Financial Needs Analysis and recommending appropriate solutions, assisting clients on their wealth accumulation and protection needs, providing recommendations to help clients meet their financial goals and needs, suggesting legacy and estate enhancement plans, advising on business succession and continuity, and building and maintaining good relationships with clients.
Key Responsibilities:
- Leverage Havenwealth's resources to identify and develop new business opportunities
- Develop and maintain strong relationships with existing clients to ensure long-term retention and growth
- Analyze client needs and provide tailored solutions to meet their financial objectives
- Stay up-to-date on industry trends and best practices to deliver exceptional service to clients
- Collaborate with cross-functional teams to drive business growth and expansion
Requirements:
- A Level, Polytechnic Diploma or Bachelor's Degree (preferred) in any field
- Prior experience in sales or customer-facing roles is an asset
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and adapt to changing priorities
- Entrepreneurial spirit and passion for delivering exceptional results
Benefits:
Havenwealth offers a comprehensive benefits package, including competitive compensation, career development opportunities, and a dynamic work environment that fosters collaboration and innovation.
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