Financial Consultant (Wealth Management)

Key Responsibilities and Skills

• Portfolio Management: Constructing and optimizing investment portfolios, as well as conducting, performing, and reviewing investment strategies.
• Analytical Tasks: Conducting financial modeling, valuation, and research on investment performance.
• Operational Support: Managing the middle office, documentation, and compliance with financial regulations.
• Collaboration: Working with team members to enhance sales performance and client engagement.
• Client Advisory: Assisting clients with financial planning, including retirement, estate planning, and tax minimization strategies.
• Portfolio Analysis: Reviewing client portfolios to recommend asset allocation changes in line with market conditions and risk tolerance.
• Relationship Management: Building and strengthening relationships with high-net-worth clients, serving as a primary point of contact.
• Market Research: Providing market updates, identifying investment opportunities, and conducting competitor analysis.
• Sales & Growth: Prospecting new clients and supporting the firm's client acquisition goals.
• Administration: Preparing financial reports, updating client records, and managing compliance documentation.
• Leads: Provide 30-50 leads monthly, Zero Costing, Network events & taking over existing clients portfolio.