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Walk clients through application process; Set appointments with Client(s); Discuss list of documents needed for underwriting & budget analysis process; Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold; Advise clients on their financial information during consultation, to include but not limited to: total annual income, debt obligations, monthly expenses, savings/assets; Discuss many financial topics with clients, including debt management, savings objectives and strategies; Help clients understand their financial circumstances and reach their financial goals; Conduct final closing presentation on approved analysis with client from clientÂ’s portfolio account.

Requirements: 2-3 year(s) of Portfolio Wealth Management consulting experience. Education: BachelorÂ’s degree (Required) / License (Preferred) / Certification(s) (Required or willing to obtain within 12 months)

Desired Skills: Strong client relations with excellent oral/written communication skills; Time management; Heavy calendar processing; Knowledge and ability in servicing and managing a pipeline of portfolio accounts; Advance knowledge with Microsoft Office Suite; Advance knowledge in reporting, data analytics, and preparing client presentation summary account reports.
Visit Terrionconsultancy.com/careers to apply

Reference : Certified Wealth & Asset Management Consultant jobs

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Published at 08-11-2023
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