Duties/ Roles & Responsibilities – 

·         Develop and implement strategic sales plans to target and acquire new high-net-worth clients.

·         Build and nurture relationships with prospective clients through in-person meetings, presentations, and networking events.

·         Conduct market research to identify potential clients, market trends, and competitive landscape.

·         Collaborate with the marketing team to create compelling marketing collateral, including brochures, presentations, and digital content.

·         Attend industry events, conferences, and seminars to represent the company and generate leads.

·         Leverage social media platforms and online channels to enhance brand visibility and engage with the target audience.

·         Work closely with the advisory team to understand client needs and tailor sales pitches accordingly.

·         Provide personalized financial solutions to clients by understanding their goals, risk tolerance, and financial situations.

·         Maintain accurate and up-to-date records of client interactions and sales activities in the CRM system.

·         Monitor and report on sales performance, analyzing the effectiveness of campaigns and strategies

Skills

Requirements