What are the responsibilities and job description for the Wealth Management Specialist position at All In Staffing?
We have a client looking for a wealth management specialist. This will be an onsite position.
Wealth Management Specialist is responsible for providing professional advice and support to clients with regards to their investments, pensions, and other wealth management products. They will also be responsible for developing and maintaining strong relationships with clients. As part of the team, you’ll have access to industry leading financial solutions and a team of dedicated product specialists – all designed to meet the unique life priorities of your clients – priorities like managing operating expense, building wealth, financing, managing debt, buying a home, saving for college or planning for unexpected life events. There are multiple career growth opportunities available.
Responsibilities:
- Provide professional advice and support to clients with regards to their investments, pensions, and other wealth management products
- Devote time to developing and managing strong relationships with clients
- Stay up-to-date on all financial products and services in order to provide best possible recommendations to clients
Qualifications:
- Minimum of 2 years experience in wealth management or related field
- Proven track record of success in providing excellent customer service
- Strong knowledge of financial products and services
- Ability to build positive, long-lasting relationships with clients
- Demonstrates proven results exceeding goals in a client-centric, results-driven environment
- Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service
- Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
- Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
- Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
- Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career
- Applies strong critical thinking and problem-solving skills to meet clients’ needs
- Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
- Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active
- listening skills
- Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking
Desired skills:
- Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives
- Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities
- Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
- Prior experience providing excellent service to high-end clients and excelling in that environment