Core Functions: 

•	Increase the company’s client base through prospecting, needs-based selling and cross-selling of the company’s products and services.
•	Provide customers and prospects with investment and money management solutions and advice to meet their financial objective.
•	Collaborate with multi-channel team in developing /building pipelines, and closing deals.
•	Generate targeted levels of revenues by appropriately distributing the company’s product offerings.
•	Work closely with other Wealth Advisors to  provide and oversee administrative and operational support within assigned branch/location for the NCB Capital Markets clients.


Qualifications & Experience:

•	Bachelor’s Degree in Finance, Business Administration, Accounting or any other related discipline.
•	Two (2) years’ work experience in investment advisory/portfolio management at a financial institution.