What are the responsibilities and job description for the Wealth Advisor position at Dexian?
Dexian Professional is partnering with a client seeking a Wealth Advisor for a hybrid opportunity in NYC.
Job Description
The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, Wealth Advisors manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the team, as well as multiple other bank departments given our vast offering, to exceed client expectations. Wealth Advisors expected to help grow business through the efficient use of their time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to the bank.
Duties and Responsibilities
· Develop and manage existing client relationships, including ongoing regular client contact and communications
· Actively participate in the development of new business and networking opportunities
· Implementation of wealth management strategy and financial plan, including coordination of estate, insurance and tax strategies
· Work with the firm’s investment team and portfolio managers to incorporate clients’ investment strategies with their planning objectives
· Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources
