Private client advisor
we are seeking a skilled and ambitious professional to join our team as a private client advisor. In this role, you will be responsible for building and nurturing relationships with clients, providing exceptional customer service, and delivering world-class migration advisory services.
* key responsibilities:
* raise awareness about our services and solutions by proactively reaching out to potential clients and partners.
* conduct research and prepare impactful meetings with potential introducers, partners, and client prospects/leads.
* provide expert advice on residency & citizenship planning to help clients achieve their objectives.
* qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.
* collaborate with relationship managers to deliver a world-class client experience throughout the sales journey.
* achieve a high success rate in converting sales leads into clients.
* meet and exceed annual sales targets for assigned jurisdictions.
requirements:
* an undergraduate degree in business, economics, marketing, or related disciplines.
* masters or advanced degrees are considered an advantage.
* +2 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate, or recruitment.
* knowledge and experience with high net worth individuals is highly appreciated.
* multilingual and territorial-specific experience is considered an advantage.
* exceptional communication skills to engage with industry stakeholders - full english proficiency is required.
benefits:
* competitive compensation package.
* comprehensive benefits.
* dynamic work environment that encourages growth and personal development.