Mutual Fund Distributor

Company Description

RxT - A Financial Health Clinic specializes in providing tailored coaching services for individuals who prefer conservative and traditional investment strategies. Our approach focuses on enhancing financial literacy through detailed education and applied learning. By guiding clients through strategic analysis and practical scenarios, we help them understand the complex relationship between financial assets, returns, and risks. RxT is committed to empowering individuals with the knowledge and tools required to make informed and strategic investment decisions, fostering confidence in managing personal wealth effectively.

Role Description

This is a full-time, remote role for a Mutual Fund Distributor. The successful candidate will assist clients in identifying and selecting suitable mutual funds, provide expert financial advice, and manage client portfolios to ensure optimized returns. Key activities include conducting market research, maintaining regulatory compliance in all transactions, and building long-term relationships with clients through regular updates and support. Collaboration with team members to deliver holistic financial solutions is an essential part of this role.

Qualifications

• Thorough understanding of mutual funds, investment products, and strategies
• Strong skills in Financial Analysis, Research, and Risk Assessment
• Proficiency in Sales, Customer Relationship Management, and delivering client-centered services
• Excellent Communication, Presentation, and Interpersonal skills
• Knowledge of financial regulatory frameworks and compliance standards
• Ability to work independently as well as in collaborative, remote environments
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Prior experience in financial advisory or mutual fund distribution is an asset