Senior Wealth Strategy Associate

A Senior Wealth Strategy Associate develops tailored wealth management plans and strategies for the branch
team.
Key Responsibilities:
* Client relationship building and business development
* Analyze risks and advantages of investment opportunities for clients individual financial circumstance and
make informed recommendations with acknowledgment and in the presence of FA
* Provide coaching and support to junior team and contribute to their performance evaluations

Your expertise:

Leverage firm platform and develop appropriate financial plans for clients
* Develop customized asset allocation strategy and investments
* Analyze and interpret portfolio performance reports and make recommendations for change with
acknowledgment of FA
* Provide business analytics support to sustain the growth of business