Wealth Advisor / Senior Wealth Advisor (Sales) 6

• Provide information by collecting, analyzing, and summarizing data and trends.
• Accomplish marketing and sales objectives by planning, developing, implementing, and evaluating advertising, and trade promotion programs; developing field sales action plans.
• Assist in the development of the annual marketing plan, specifically advising on: realistic forecasts for each product and territory (based on historical data, market trends, competitive activity, promotional strategy and sales effort), realistic costs of operating the sales force; and sales promotion plans.

• Achieve sales targets and generate sales
• Create product awareness to investors and marketing of products
• Design promotional material which include: corporate profile, brochures, pamphlets, Fund manager report booklet

Interpersonal & Communication skills

Selling skills

Presentation skills

Computer skills (MS Office)