- Work with the Wealth Advisors on fulfilling the service and redemption requests
- Assist in writing and sending customer reports
- Support the organization expansion by working on procuring workshops, arranging and organizing the same.
- Support the Wealth Advisor set up initial discussion for potential leads
- Shadow the Wealth Advisor in his/her day-to-day activities, customer reviews and meetings to understand in depth, Peak Alphas process and Customer Relationship Management
Qualifications
- MBA (preferably in Finance)
Required Skills-
- Keen interest to learn and grow as a financial advisor
- Excellent communication, interpersonal and listening skills
- Attention to detail
- Research and analytical skills
- Ability to engage with people and build deep and high-quality relationships
Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.