Digital Wealth Acquisition Manager

Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards. Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions. Advise individuals on informed financial decisions to support long-term financial security and growth. Evaluate financial data, monitor client portfolios, and refine financial plans to enhance outcomes. Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs. Remain updated on market trends, regulatory developments, and industry best practices to provide timely and relevant advice. Represent Finnovate at conferences, client meetings, and industry forums to promote financial literacy and brand visibility. Work Monday to Saturday with 2nd and 4th Saturdays off.