Associate Director of Sales

Roles & Responsibilities

Job Responsibilities :

• Develop customized investment strategies tailored to individual clients' needs and goals.
• Conduct thorough assessments of clients' investment objectives, risk tolerance, and time horizon.
• Stay informed about market trends, economic indicators, and investment opportunities.
• Provide personalized advice on asset allocation, portfolio construction, and investment selection.
• Build and maintain strong relationships with clients, ensuring clear and transparent communication.
• Collaborate with a team of professionals to implement tailored investment plans.
• Monitor clients' investment portfolios and provide ongoing guidance and support.

Requirements :

Tell employers what skills you have

Wealth Management

Strategic Consulting

Investment Strategies

Asset Allocation

Tolerance

Valuation

Dynamics

Financial Planning

Interpersonal Skills

Investments

Risk Management

Needs Analysis

Communication Skills

Cash Management

Financial Services