Wealth Generation Specialist
2 weeks ago
Job Title: Wealth Generation Specialist
Location: Not specified
Salary: 600,000
Experience Required: Minimum 5 years
Job Summary:
Wealth Generation Specialists drive business growth by identifying and developing new business opportunities to generate liability for the company. They work closely with high-net-worth individuals, families, and institutions to understand their financial needs and offer tailored solutions that meet their objectives while generating liability for the company.
Key Responsibilities:
- Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
- Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities.
- Conduct in-depth financial analyses to understand clients financial goals, risk tolerance, and investment preferences.
- Recommend and implement wealth management solutions that meet clients needs and generate liability for the company.
- Collaborate with internal teams to deliver integrated wealth management solutions.
- Stay informed about market trends and developments in wealth management and liability generation.
- Meet or exceed revenue targets and other performance metrics.
- Participate in marketing initiatives and networking events to raise the firms visibility and attract new clients.
- Act as liaison between the firm and clients, representing the firm to clients and clients to the firm.
- Provide feedback to the Asset Management team from interactions with potential and existing clients.
Requirements:
Education:
- 5 years of sales and business development experience in banking or fintech companies.
- Proven track record of generating liability and driving business growth.
- Strong understanding of wealth management products and services.
- Excellent communication and interpersonal skills.
- Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills. Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets.
- Strong understanding of financial markets, investment products, and portfolio management principles.
- Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
- Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Proficient in the use of Excel, Word, and PowerPoint.
How to Apply:
Candidates should send their CV to hiring@mysigma.io
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