Client Advisor - London, United Kingdom - Reed Business Support

Reed Business Support

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you looking for a role within investment for HNWI? Do you have customer-facing investment, insurance, private bank, or wealth management sales experience? Are you looking for a role which can offer you excellent commission and where your input offersexcellent career opportunities.

Then this role could be your next career move.

Main responsibilities are:

Raise awareness about the services and solutions offered by the company Research, prepare and execute highimpact meetings with potential introducer's, intermediary partners and client prospects/leads
Provide client prospects with advice on residency & citizenship planning to ensure their objectives are met
Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
Collaborate with RMs to provide a worldclass, industry leading client experience throughout the entire sales journey
High success rate of conversion of sales leads into clients of the company
Meet and exceed the assigned jurisdictional annual sales targets
Actively grow existing contact database to identify new value creation opportunities
Maintain a high level of relevant industry and program knowledge in order to have meaningful conversations with prospect Keep detailed notes on prospect and customer interactions with full and effective use of the CRM system

Previous Experience Needed:

Undergraduate degree in business, economics, marketing, or other related disciplines
Masters or an advanced degree will be considered as an advantage
5 years' + of customerfacing investment, insurance, private bank, or wealth management sales experience
Strong international networks that allow for business development
Multilingual and territorial specific experience will be considered an advantage