Are you a people person? Do you know how to give superior investment advice that grows client wealth? We’re looking for someone like that who can:
– define and implement a strategy to expand our Global HNW client base
– identify potential HNW clients, build and manage a prospect pipeline
– implement a quantitative prospect development plan with measurable actions
– grow the local market network by referrals and by identifying new prospects
– explore innovative ways of successful acquisition, including digital channels during technology disruption transformation
– develop and maintain trustworthy client partnerships with the main focus on strategic advice
– define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Investment Advisor
– provide high-quality investment options for clients, working closely with team members taking a deal team approach and with specialists from other areas
– make sure clients are managed in a manner that contributes to an effective risk culture on the team
– ensure availability of all relevant information and documentation including KYC of all clients and prospects to meet regulatory requirements
– orchestrate a global team of solution providers and specialists to cover complex client and prospect needs on a holistic basis