Private Client Advisor Role
The Private Client Executive is a high-performing professional responsible for engaging with prospective clients, gathering information about their current situation, and assessing whether they may be suited for our portfolio management services.
* Build strong relationships with prospective clients through effective communication and interpersonal skills.
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Key Responsibilities:
We are seeking an exceptional individual to join our team as a Private Client Executive. The successful candidate will be responsible for:
1. Fostering new client relationships through phone meetings and in-person visits where necessary,