The Product Specialist is a wealth expert focused on high net worth and ultra-high net worth clients, providing holistic advice and tailored wealth management solutions.
They market and sell wealth services, source new business from bank-referred opportunities, existing clients, and self-driven efforts, without ongoing relationship management responsibilities.
The role involves collaborating with advisors to identify opportunities, deepening existing relationships, and delivering initial counsel.
Qualifications include industry experience, relevant licenses, strong knowledge of investment and estate planning, and excellent communication skills.
Preferred qualifications include advanced degrees and professional designations like CFP or CFA.
The position emphasizes autonomous work, client-centric service, and staying current on wealth management strategies.