Job description / Role
We are looking for a strong, talented, self-motivated and result driven specialist for the position of Wealth Advisor/Investment Specialist. This is an opportunity to work in a dynamic and super friendly environment, to bring your own contribution to our common goal to gift our clients FREEDOM.
• Develop knowledge of the client’s entire financial situation and structure goals based on investment and financial plan
• Conduct estate planning and work closely with internal and external resources to meet estate planning goals of the client
• Establish the level of trust and confidence with the client so that any financial issue can be addressed and solutions are offered
• Set client investment objectives including risk tolerance, asset allocation and cash requirements
• Develop Investment Policy Statement (IPS) with each client based on their goals, objectives and risk tolerance. Annual review IPS with each client
• Monitor asset allocation on quarterly basis according to the policy and goals, evaluate need to rebalance
• Review portfolio issues (taxes, liquidity events, capital calls and etc.)
• Present alternative ideas to the client
• Develop new leads and referrals from current clients and outside contacts
• Offer value-added fee-added services to the clients
• Participate in sales meetings with prospective clients
• Strong interpersonal relation skills and excellent communicator
• Presentation skills
• Good knowledge and understanding in real estate
• Excellent time management and organizations skills
• Business oriented
• Energetic and positive attitude
• Preferably French speaker
We are offering a basic salary plus commission
About the Company
RIF Trust are one of the Middle East's leading residency and citizenship advisories. We provide outstanding service, smooth process and transparency.
RIF Trust has already helped hundreds of clients, and we are proud to have not let any of them down. We have a 100% completion rate.Our mission is to expand, grow and satisfy the needs of our clients by bringing them market leading solutions and programs.
RIF Trust only provides programs supported by governments; we deal directly with our governmental partners, not intermediaries.We are government authorized agents for seven of the most powerful programs, allowing us to provide the most competitive prices and the best conditions for our clients.