About the Opportunity
Private Client Executive Position
We are seeking a skilled professional to engage with high net worth clients through calls and meetings, providing exceptional service and building strong relationships.
Key Responsibilities:
* To identify and pursue new business opportunities in order to increase revenue growth.
* To develop and maintain long-term relationships with existing clients by consistently delivering high-quality services tailored to their needs.
* To provide expert advice on financial planning, investment management, and other areas of wealth management as required by clients.