Wealth Manager Associate/Consultant

Description

Responsibilities:

• Develop a comprehensive, inclusive strategic plan and growth strategy by collaborating with the Management/ board of directors, which determines the enterprise’s overall vision, evaluates the overall business portfolio.
• Financial Planning- need a solid grasp of financial planning and forecasting and should be able to set milestones and budgets to ensure solvency and long-term growth.
• Responsible for developing short- and long-term strategies and goals.
• Key responsibility includes Business Growth Revenue Generation.
• Leadership for the development of strategic marketing plans including objectives and strategy for targeted markets.
• Experience in long-term sales/project pipeline development.
• Be informed of the industry landscape, competitions/competitors and client requirements at various levels.
• Design an executive business roadmap of potential business opportunities, including internal and external development programs, and financing opportunities.
• Participate in building the most advanced financial platform.
• Lead a sales team committed and passionate about onboarding client partners with innovative payment solutions.
• Consistently achieve revenue targets in line with team/organizational objectives.
• Develop and maintain relationship with clients to improve their value and grow revenues.

The Successful Applicant:

• Prior work experience and an existing network in financial institutions, insurance companies, or institutional investment companies is a strong plus.
• 10 to 15 years of experience in a Fintech / Banking / Wealth Management or Financial Services organization selling. 20+ years of Experience in the same industry will be appreciated.
• High level of interpersonal communication skills and experience dealing with the most complex concepts and ideas in a very clear and concise manner.
• An entrepreneurial mindset with outstanding organizational and leadership skills