Wealth Advisor

Job description

Key Roles / Responsibilities 

 * Plan the day’s work with emphasis on leads to be contacted basis the
importance of the Wealth Advisory funnel and size

 * Identify fitment of Wealth Advisory products matching the client’s investing goals 

* Interact with potential customers with the emphasis on high quality
lead conversions. 

* Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well. 

* Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives. 

* Contribute to the team performance by sharing and implementing Best
Practice Ideas. 

* Disseminate the learni...