Executive Role Overview
We are seeking an exceptional individual to join our team as an Executive, responsible for fostering relationships with high net worth prospective clients.
The Opportunity
This role involves building connections through phone calls and meetings to understand the current situation of potential clients. The aim is to assess whether they would be suited for our portfolio management services and further analysis.
Key Responsibilities:
* Foster successful business development skills by following up on company-provided leads, calling prospective clients, setting appointments, and meeting them face-to-face or virtually.
* Educate prospective clients about the competitive investment landscape and the services we offer, including explaining client fees and billing policies in a clear manner.
* Gather suitability information from prospective clients to enable our Private Client Advice group to provide tailored advice based on their needs.
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