The primary purpose of this role is to contribute to the success of the vision of FWCA Wealth Management. This role provides sales support to the assigned Investment Advisors in managing their clients portfolios and maximizing their productivity by providing sales support and high-quality customer service to clients/prospects. You need to schedule appointments and understand the process of client acquisition and the risk profiling process.
Key Responsibilities
- New client acquisition: Connecting with HNIs/SHNIs, understanding their financial needs, coordinating their transactional needs, and helping resolve their issues/concerns. Follow the process of contacting prospective clients, booking client appointments, and preparing Client investment portfolios & their Risk Profiling.
- Portfolio analysis: After getting the investment portfolio from the clients or prospects, prepare various kinds of risk and returns comparison of the existing portfolio and give recommendations based on the client's risk appetite, suitability & time horizon, etc.
- Execution & follow-ups: Execute the Portfolio suggestions with the help of prospects/clients.
- Servicing: Assist with servicing existing clients and prospecting for new clients. Explain new products and services and answer their general queries. Process and follow up on client documentation for proper maintenance of records.
About Company: Foundation Wealth Capital Avenues is a comprehensive financial services firm committed to helping people pursue their financial goals. FWCA is formed by a group of senior professionals and likeminded people with a significant experience in Wealth Management, Private Banking and Financial services. The time trust and reliability are scarce in the financial services business and that has lead this group to start this venture help investors to navigate this journey.
We offer a wide range of financial services to individuals and business owners. We are here to help you build and maintain a solid financial foundation based on your goals and your best interest. As your life and these goals change we are here to help you make sure that you objectively see all of the opportunities and challenges that you may encounter. Foundation Wealth is a committed partner in this journey to help and serve you with all that is required in the process of Wealth Accumulation, Preservation and Transmission.
