Sales Director, Wealth Management

ACG_3370_JOB Our client is a leading financial services corporation, who is looking for a qualified candidate to join their firm. 1. Advisory Tools & Sales Enablement Design and implement advisory tools and frameworks that enable Relationship Managers to provide suitable investment recommendations based on comprehensive portfolio analysis. Develop structured client profiling methodologies, including risk appetite assessment and asset allocation guidance. Equip the sales force with actionable insights and practical solution models to enhance advisory effectiveness and client outcomes. 2. Market Research & Investment Analysis Conduct ongoing research and analysis of financial markets, competitor offerings, and wealth management trends to identify opportunities for product innovation and portfolio optimization. Maintain deep expertise across investment and asset management solutions to provide high-quality advisory support. Propose new product ideas and solution enhancements based on evol...

Ready to Apply?

Submit your application today and join our talented team at Aloha Consulting Group.

Submit Application