Wealth Manager/Consultant

Wealth Manager/Consultant (Sales & Marketing)

A master's degree in finance, Sales / Marketing and an equivalent work experience in the relevant field.

More than 5 years of sales experience with lofty net worth clients in the financial sales industry.

A professional qualification like CFA, CFP, CPA or JD.

Good professional, interpersonal, interpretational, written and verbal communication are most important skills.

Must demonstrate business development and excellent sales abilities.

Should communicate and consult with internal and external clientele and introduce them towards the new products of the company or trust to which they are employed.

Should maintain good community and industrial organizational membership by active participation.

Should have the capacity to build partnerships and work with others as a part of the team.