Wealth Associate

Receives training and performs duties revolving client services, sales and development, investments, legal and estate planning

• Receive training and exposure in client servicing role – individual & corporations (B2B & B2C)
• Set performance goals and objectives with upper management
• Travel to different offices to /locations
• Observe experienced workers to acquire knowledge of procedures, and standards required for relevant duties
• Participate in meetings, seminars, and other learning opportunities
• Review individual’s financial portfolio and provide financial solutions
• Review and analyze corporate strategies
• Manage presentations on individual basis, and corporate basis
• Business development strategies for both individual & corporate

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