Senior Wealth Advisor- Private Wealth

See below for details

Core Functions :
•	Increase the Company’s market share in the securities markets through prospecting, selling and cross-selling of the Company’s products and services.
•	Offer first class customer experience and relationship management to all current and prospective clients.
•	Appropriately measure risk tolerance and asset allocation of High Net Worth client portfolios, while making sound investment recommendations.
•	Collaborate with  High Net Worth (HNW) clients to preserve wealth and optimize the conversion of assets into income that will meet life long, life-style and life cycle expectations.
•	Generate targeted levels of revenues by appropriately distributing the company’s product offerings.
•	Provide and oversee administrative and operational support within assigned branch/location for the NCB Capital Markets clients.
•	Represent the company at promotional functions (this will also include presentations to individual and/or corporate clients) and provide reports on new business leads garnered.
•	Build meaningful relationships across the NCB Financial Group to leverage opportunities. 


Qualifications & Experience:
•	First Degree in Finance, Business Administration, Accounting or any other related discipline.
•	At least two (2) years’ work experience in investment advisory/portfolio management at a financial institution.
•	Certified Financial Planner (CFP) Designation or candidacy is an asset.