Are you a people person? Do you know how to give superior investment advice that grows client wealth?
Your tasks
- Define and implement a strategy to expand the Global HNW/UHNW client base.
- Identify potential HNW/UHNW 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.
- Develop and maintain trustworthy client partnerships with a main focus on strategic advice.
- Define advisory processes and agreements that best meet clients’ needs, in cooperation with the Client Advisor.
- Provide high-quality investment options for clients, working closely with team members and 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.