View Vacancy Id # 759
Title Wealth Advisor (Victoria Mutual Wealth Management Limited)
Summary To establish and maintain a profitable local client base by providing current and prospective clients with sound financial advice and solutions.
Details

QUALIFICATION & EXPERIENCE:

  • B.Sc., Business Administration, Economics, Finance or any othe related field.
  • Minimum of two (2) years’ sales and relationship management experience in the financial services industry.
  • Licensed by the Financial Services Commission (FSC) or suitable candidate for licensing.

DUTIES & RESPONSIBILITIES:

  • Provide financial advice to clients and prospects, aimed at building a profitable and diversified portfolio.
  • Contribute to the revenue generation targets of the Business Development Unit through concentrated and focused business development activities including networking, cold-calling, prospecting and leads generation.
  • Actively seek to build and manage a portfolio for clients, recommending from our suite of financial products and services in keeping with their individual risk profile, objectives and lifestyle.
  • Build and maintain a profitable client base through active prospecting and relationship management, ensuring timely and constant communication is maintained at all times.
  • Interview clients to obtain information required for financial planning. Analyzes information obtained and determines strategies to be employed in meeting clients' financial goals.
  • Research and investigate available investment opportunities to determine suitability with financial plans and make recommendations accordingly.

KNOWLEDGE & COMPETENCIES:

  • Excellent communication skills (written and oral).
  • Ability to handle information in a confidential and professional manner.
  • Proactive, action oriented and flexible, with good work attitude and interpersonal skills.
  • Ability to plan and execute in a timely manner.
  • Sound knowledge of the applicable laws governing the financial services industry.
  • Strong analytical and negotiating skills.
Date Posted Friday January 11, 2019
Application Deadline Thursday January 31, 2019

Apply