Address1. Client Acquisition:
- Deliver compelling sales presentations to potential clients, showcasing the value proposition of our investment advisory services.
- Prepare and present proposals tailored to the unique needs of clients.
- Attract High Net Worth Individuals (HNIs) to Guardian by leveraging the candidate's existing HNI client base
2. Business Growth Targets:
- Take charge of achieving business development targets set by the company.
- Implement and execute strategies to surpass sales goals, making a significant contribution to the firm's overall growth
3. Client Relationship Management:
- Cultivate and maintain strong relationships with HNI clients
- Conduct regular meetings with closed clients to understand their financial needs, goals, and preferences.
- Address client inquiries and concerns promptly and professionally.
4. Strategic Partnerships:
- Forge and strengthen B2B relationships to expand the Wealth Manager's client base, leveraging collaborations with businesses, financial institutions, and other industry partners.
