Wealth Portfolio Manager
3 days ago
Job Title: Wealth Portfolio Manager
About Mosaic GroupMosaic Group is a leading financial services provider, committed to delivering exceptional wealth management solutions to its clients.
Key Responsibilities:- Identify and acquire new clients through provided leads, fostering strong relationships built on trust and understanding.
- Work closely with clients to achieve their financial objectives, providing expert guidance on portfolio management and investment strategies.
- Conduct thorough financial assessments to comprehend clients' financial situations and risk tolerance for investments, ensuring tailored solutions that meet their unique needs.
- Manage and optimize investment portfolios for both BTC and BTB assets, leveraging expertise to maximize returns and minimize risk.
- Favorable work-life balance and a conducive office environment, allowing employees to maintain a healthy lifestyle and be at their best.
- Access to a dedicated mentor for career growth and development, empowering professionals to reach their full potential.
- Tailored sales funnels designed to capitalize on individual strengths, driving success and satisfaction in the workplace.
- No salary claw-back policy, ensuring employees are rewarded for their hard work and dedication.
- Quarterly and production bonuses tied to outstanding performance, recognizing and incentivizing excellence.
- Paid overseas trips and quarterly incentives upon meeting targets, offering opportunities for personal and professional growth.
- Complimentary iPad device, enhancing productivity and mobility in the workplace.
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