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Strategic Investment Advisor
3 weeks ago
As a strategic investment advisor, you will play a vital role in shaping the future of our clients' wealth. With extensive training and exposure to senior leaders, you will be equipped to deliver exceptional service and make a lasting impact.
Key ResponsibilitiesThe Investment Counselor is responsible for managing complex investment relationships and providing expert advice to high net worth clients. This includes:
- Developing and executing customized investment strategies that meet individual client needs.
- Collaborating with Market Managers and Relationship Managers to drive business growth and expand our market presence.
- Partnering with Client Advisors to identify opportunities and create value-added solutions for clients.
- Staying up-to-date on market trends and emerging opportunities to provide timely and informed advice to clients.
Key qualifications for this role include:
- A minimum of 10-15 years of experience in investment product sales.
- Proven expertise in financial services, product solutions, and all aspects of financial planning strategies and concepts.
- Exceptional interpersonal, verbal, and written communication skills, with a strong focus on client-centricity.
This role offers a unique opportunity to leverage your expertise and passion for investment products to drive business success and create long-term value for our clients.