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High Net Worth Client Manager
3 weeks ago
As a Business Development Director, you will be responsible for acquiring high-net-worth clients and managing your business remotely from home. You will present wealth management solutions to high-net-worth investors and report to a Managing Director.
The Opportunity
This role allows you to manage your territory within driving distance and work closely with dedicated teams. You will be supported by marketing and portfolio management groups.
Responsibilities
- Contact leads generated by the marketing group.
- Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions.
- Educate prospective clients on the variety of wealth management offerings.
Required Skills and Qualifications
- 5+ years experience selling financial services to private investors.
- A multi-year track record of success acquiring high-net-worth private clients.
- Experience in high-volume phone activity and in-person meetings.
Why Work with Us
We invest in our employees by offering exceptional benefits, including 100% paid premiums for top-tier supplemental medical, dental, and vision, and family support programs.
