Prestige IFA Jobs - International Financial Advisor Jobs

Financial Services BDM

Prestige IFA Jobs - International Financial Advisor Jobs

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $1,800 - $2,000 per month

About the role

  • Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
  • Facilitate the onboarding of new clients and ensure smooth transitions.
  • Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
  • Provide exceptional service, exceeding client expectations and delivering meaningful value.
  • Address client inquiries with clarity and professionalism.
  • Act as a liaison between clients and financial advisers, ensuring effective communication.
  • Collaborate with Wealth Advice Associates and the Client Services team to ensure timely processing of requests.
  • Continuously seek ways to enhance client experiences and improve service delivery.

Requirements

  • 4–8 years of experience in client relationship management.
  • Commitment to acting in the best interests of clients at all times.
  • Proven ability to develop and maintain client relationships.
  • Strong communication skills with the ability to simplify complex financial concepts.
  • Team-oriented mindset and ability to thrive in a collaborative environment.
  • Self-motivated and highly organized, with a growth mindset and positive attitude.
  • Curiosity or experience in finance and personal well-being is a plus.
Benefits
  • A higher purpose and the opportunity to make a meaningful impact.
  • A values-driven culture that prioritizes service to clients and the community.
  • Accelerated personal and professional growth within a supportive environment.
  • Competitive salaries, comprehensive benefits, and work-life balance.
  • Collaboration with a team of experts and stunning colleagues.
  • Opportunities for innovation, excellence, and professional development.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
client relationship managementcommunication skillsteam-oriented mindsetself-motivatedhighly organizedgrowth mindsetpositive attitudecuriositycollaborative environment