Manages a portfolio of clients to retain and grow the relationships. Evaluates client personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through ongoing management of investment portfolios and performance evaluation according to the investment policy statement. Drives new sales results through referrals and personal network.

Responsibilities

• Support the achievement of business development, revenue, referral, retention, and compliance targets.
• Manage less complex relationships and asset sizes.
• Apply investment management expertise to communicate and implement investment strategies to client’s personal and financial situation.
• Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Build effective relationships with internal/external stakeholders.
• Ensure ali...