Wealth Management Associate Job Description

The wealth management associate (WMA) role is a component of the wealth management practice at the bank.

WMAs serve as the client advisor and provide extensive client experience, service, and relationship management.

The WMA brings wealth and investment management expertise to the table and serves as a key member of the bank’s wealth management team.

The role is focused on overseeing, managing, and coordinating all client relationship development and management activities for the wealth management team.

This includes oversight of internal business initiatives, client acquisition, client communication, and client relationship management, as well as managing and developing client experience throughout the client lifecycle.

Job Brief:

We’re looking for a Wealth Management Associate who can help us grow our business and build client relationships. The ideal candidate will have a strong financial background and be able to provide insights and recommendations to clients on how to best grow and manage their wealth. If you are a motivated self-starter with excellent communication and people skills, we want to hear from you!

Wealth Management Associate Duties:

• Trained in financial planning and investment analysis; leads client meetings, develops plans, and implements customized investment
• strategies
• Provide financial counseling and advice to clients, addressing their financial goals and investment objectives
• Develop client relationships, coordinate with clients’ attorneys, accountants, and others, and educate clients on financial matters
• Develop and update financial plans, monitor client portfolios, and maintain contact with clients

Wealth Management Associate Responsibilities:

• Communicate with clients to build and retain profitable relationships and provide guidance on financial products and services
• Establish and maintain client relationships, and work to achieve investment objectives, financial objectives, and financial goals
• Establish and maintain business relationships, and work to achieve investment objectives, financial objectives, and financial goals
• Establish and maintain client relationships, and work to achieve investment objectives, financial objectives, and financial goals
• Establish and maintain client relationships, and work to achieve investment objectives, financial objectives, and financial goals

Requirements And Skills:

• Bachelor’s degree from an accredited university
• 2+ years experience in financial services
• Strong analytical, interpersonal, and communication skills
• Ability to build strong client relationships, and deliver distinctive service
• Solid knowledge of basic investment concepts
• Ability to develop and manage financial plans
• High

At Company Name, we welcome applications from people of all walks of life. We are an equal opportunity employer committed to building a diverse and inclusive team. We believe that a variety of perspectives makes us stronger, so we encourage applications from people of all races, religions, national origins, genders, and ages, as well as veterans and individuals.