Wealth Management Consultant

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About the Role

Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development.

This is a salaried position with sales incentive and employee benefits.

Responsibilities:

Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development

Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle. 

Ensu...