High-Net-Worth Client Acquisition Specialist
6 days ago
ROBERT WALTERS AUSTRALIA is currently seeking a highly motivated and experienced High-Net-Worth Client Acquisition Specialist to join our team. This exciting opportunity presents a chance to work with a leading financial institution and contribute to the delivery of tailored investment solutions to high-net-worth individuals.
In this role, you will be responsible for managing a portfolio of high-value clients and developing strategies to grow revenue through effective relationship-building and business development.
The ideal candidate will possess:
- Proven experience in building and maintaining relationships with high-net-worth individuals in the Private Banking, Investment, or Private Wealth sectors.
- A track record of successfully acquiring new clients and growing business through strategic partnerships and relationship-building.
- Strong understanding of risk management principles, including AML/KYC obligations and client due diligence.
- Ability to collaborate effectively with cross-functional teams, including sales, marketing, and operations.
- Excellent communication and presentation skills, with the ability to articulate complex concepts and ideas to both technical and non-technical audiences.
About Our Company
At ROBERT WALTERS AUSTRALIA, we are committed to delivering exceptional service and results to our clients. Our team of experts works closely with clients to understand their unique needs and develop customized solutions that meet their goals and objectives.
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Melbourne, Victoria, Australia Robert Walters Full timeRobert Walters is a leading financial institution seeking a Senior Private Wealth Specialist to drive growth in high-net-worth client acquisition. This role requires collaboration with Global Investment Services Directors to deliver tailored investment solutions, offering a permanent opportunity for career advancement.To excel in this position, you will...
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