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High-Net-Worth Client Acquisition Specialist
3 weeks ago
We are seeking a results-driven High-Net-Worth Client Acquisition Specialist to acquire new business opportunities and grow our client base.
- Develop and execute strategies to identify, engage, and secure high-net-worth clients.
- Build and maintain strong relationships with existing clients to increase retention and cross-selling opportunities.
- Present tailored wealth management solutions to investors with significant assets to invest.
- Evaluate financial goals and provide bespoke solutions for prospective clients.
- Engage in business development activities to expand the client portfolio.
- Minimum 5 years of experience selling financial services to private investors qualifying as wholesale clients.
- Clean record with relevant regulatory bodies.
- Proven track record of success acquiring high-net-worth private wholesale clients.
- Experience in high-volume phone activity and face-to-face meetings.
- Opportunity to work for a purpose-driven organization that prioritizes clients' interests above all else.
- Join a global workforce with an inclusive culture that values diverse perspectives.
- Access exceptional benefits, training, and opportunities for career growth.
As a High-Net-Worth Client Acquisition Specialist, you will have the opportunity to make a meaningful impact on our business while advancing your career. If you are a motivated and experienced sales professional looking for a new challenge, we encourage you to apply.
