Our Client In The Financial Services Industry Is Seeking A Wealth Advisor With A Strong Background In Sales And Business Development, Preferably With Experience In The Tourism Sector. This Role Is Dedicated To Helping Clients Manage Their Finances And Investments, With a Specific Focus On Building Relationships And Identifying Investment Opportunities Within The Tourism Industry. The Ideal Candidate Will Possess Exceptional Communication And Networking Skills, Enabling Them To Develop Strategic Partnerships And Drive Client Acquisition. They Must Be Able To Provide Customized Financial Advice Tailored To The Unique Needs Of Tourism-Related Businesses And Investors While Expanding The Company's Market Presence.
Qualifications & Experience:
- Bachelor's Degree In Tourism and Hospitality
- Relevant Certifications In Financial Advisory And Investment Strategy.
- Proven Experience In The Tourism Sector, Sales, And Business Development.
- Experience Working With Clients In The Tourism Industry Is A Must.
Duties & Responsibilities:
- Identify And Develop Business Opportunities Within The Tourism Sector For Financial Growth And Investment.
- Cultivate Strong Relationships With Key Tourism Stakeholders, Including Hotel Chains, Travel Agencies, Airlines, And Hospitality Investors.
- Develop And Implement Personalized Financial Plans Based On Client Objectives, Risk Tolerance, And Industry-Specific Trends.
- Monitor Client Portfolios And Ensure Strategic Alignment With Their Financial Objectives.
- Lead Sales Efforts, Driving Revenue Growth Through High-Value Client Engagements.
- Educate Clients On Financial Concepts And Industry Trends, Empowering Them To Make Informed Investment Decisions.
- Coordinate With Other Professionals (Attorneys, Accountants, Tourism Experts) To Provide Comprehensive Financial Services.
- Stay Updated On Tourism Market Trends, Financial Services Developments, And Regulatory Changes.
- Uphold Ethical And Legal Standards, Ensuring Compliance With Fiduciary Responsibilities And Industry Regulations.