Investment Counselor / Wealth Specialist

This role is for an Investment Counselor / Wealth Specialist responsible for enabling sales by leveraging deep product knowledge and supporting the sales team. The ideal candidate will be a subject matter expert, primarily focused on conducting training and knowledge sessions to ensure a consistent and effective sales pitch across the team.

Key Accountabilities

• Drive sales across the region through concept selling and leveraging customer relationships.
• Achieve product-level targets for specific Equity and Debt products within the assigned zone.
• Conduct regular training and knowledge sessions for internal employees and distributors to ensure continuous learning and a consistent message.
• Organize and lead regular huddles and meetings to articulate products and market outlook effectively.
• Simplify all aspects of the capital market and position products in the best interest of all stakeholders.
• Work with the sales team to increase product mix and market spread .
• Provide critical ground feedback to the business, including insights on branch, distribution, team, and customer service.
• Support the creation of simplified communication on focused products.
• Give market feedback to the Investments team on competitor products and market positioning.
• Accompany Sales RMs in key customer meetings and closely manage relationships with Key Family Offices / UHNIs .

Skills & Qualifications

Skills Required

Investment Advisory, Wealth Management, Training Development, Product Knowledge, Capital Market Knowledge, Presentation Skills