High Net Worth Client Manager
2 days ago
Role Overview
We are seeking highly motivated and experienced professionals to join our team as investment advisors. As a key member of our team, you will be responsible for prospecting and acquiring high-net-worth (HNW) clients across multiple regions.
Responsibilities:
- Prospect and acquire HNW clients through effective relationship building and strategic partnerships.
- Collaborate with experienced hedge fund managers to develop customized investment strategies for prospective clients.
- Partner with regional managers to expand our international footprint and establish strong relationships with key stakeholders.
- Maintain accurate and up-to-date Know Your Customer (KYC) documentation for each account originated.
- Stay informed about global economic trends, market shifts, and compliance standards to provide expert advice to clients.
Requirements:
- Minimum of 5 years of experience in sales, preferably within financial services.
- Established connections with HNW clientele and a strong network of industry contacts.
- Bachelor's or Master's degree in Finance, Business, or a related field, with advanced degrees or certifications preferred.
- Proven track record of success in sales, with a strong consultative selling approach and excellent relationship development skills.
- Able to adapt quickly to changing market conditions and client needs.
What We Offer:
- Competitive commission-only structure with weekly payouts.
- Access to daily market briefs and advanced training sessions provided by experienced fund managers.
- Ongoing opportunities for professional growth and development.
- A flexible, collaborative work environment that values diversity and innovative thinking.
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