Role Overview: RMs manage affluent portfolios, acquire clients, and deliver advice with the support of Advisors.Key Responsibilities:1. Client Management- Manage portfolios and reviews2. Client AcquisitionReferrals- Network building3. Advisory Execution- Work with Advisors- Document advice4. CRM & Platform Use- Maintain funnels- Use AI RM-CoPilotIdeal Candidate Characteristics- 3-8 years in affluent wealth- Good acquisition ability- Strong client communication (ref:updazz.com)
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