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Wealth and Asset Management Consultant

2 months ago

Dallas, United States Terrion Consultancy Services Full time

Walk clients through application process;

Set appointments with Client(s);

Discuss list of documents needed for underwriting & budget analysis process;

Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold;

Advise clients on their financial information during consultation, to include but not limited to: total annual income, debt obligations, monthly expenses, savings/assets;

Discuss many financial topics with clients, including debt management, savings objectives and strategies;

Conduct final closing presentation on approved analysis with client from clients portfolio account;

Help clients understand their financial circumstances and reach their financial goals.

Qualifications:
Requirements: 2-3 year(s) of Wealth & Asset Management consulting experience.

Desired Skills: Strong client relations with excellent oral/written communication skills; Time management; Heavy calendar processing; Knowledge and ability in servicing and managing a pipeline of portfolio accounts; Advance knowledge with Microsoft Office Suite; Advance knowledge in reporting, data analytics, and preparing client presentation summary account reports.

Education: Bachelor's degree (Required) / License (Required) / Certification (Preferred)