Offer summary
Qualifications:
Proven success in acquiring new wealth management relationships, Ambition, drive, and expertise in investment products and services, Ability to convey financial advice with empathy, humility, and confidence, Passionate about improving personal finance experiences.
Key responsabilities:
- Convert prospects into clients and nurture client relationships
- Utilize data-driven tools for effective prospecting and deepening client connections
- Provide guidance on wealth management strategies to help clients reach their goals