Job Opportunities API

Objectives of this role / About the job • Achieve and exceed revenue targets and assets under advisement (AUA). • Grow recurring income through fee-based advisory relationships. • Continuously improve expertise through professional development and certifications. • Leverage financial tools and technology to improve efficiency and client experience. Responsibilities: • Actively study the mutual fund universe available to the client to identify and recommend optimal solutions that support client goals and portfolio outcomes. • Deliver suitable investment solutions aligned with client risk profiles, time horizons, and regulatory guidelines. • Monitor portfolio performance and recommend rebalancing to manage volatility and protect capital. • Translate complex investment concepts into clear, practical guidance for clients. Skills and experiences: • Outstanding personal and professional relationship within the affluent segment • Excellent client- and service -orientation as well as outstanding communication skills • Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions • Excellent presentation and interpersonal skills • Problem-solving attitude • Proven track record in client acquisition and management of wealth for clients is essential • Drive and motivation to work in a target oriented and high-performance culture • Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations Preferred Qualifications: • Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field • License: IC Complex 2 License is required • At least 7 years of experience in wealth management is a must • Proficiency in English is preferable