Key Responsibilities

1. Client Acquisition:

- Identify Prospects: Research and identify potential high-net-worth individuals (HNWIs) and institutional qualified clients who could benefit from the firm's wealth management services.

- Networking: Develop and leverage a network of contacts to generate leads and referrals. This often involves attending industry events, seminars, and social gatherings.

- Outreach and Engagement: Conduct initial outreach to qualified clients through various channels, email marketing, and face-to-face meetings.

2. Sales and Marketing:

- Pitching Services: Effectively communicate the firm's value proposition, services, and investment strategies to prospective qualified clients.

- Customized Solutions: Understand the unique needs and goals of each prospect and tailor proposals to address these requirements.

- Collaboration with Marketing: Work closely with the marketing team to develop and implement targeted campaigns and promotional materials.

3. Relationship Management:

- Building Trust: Establish and maintain strong, trust-based relationships with new qualified clients.

- Onboarding: Facilitate the onboarding process for new qualified clients, ensuring a smooth transition and introduction to the firm's services.

- Client mapping & Retention: After acquisition transition to the senior relationship manager and ensure efficient retention of qualified clients.

4. Market and Industry Analysis:

- Market Trends: Stay informed about market trends, regulatory changes, and competitive landscape to better position the firm's offerings.

- Client Insights: Gather and analyze insights from qualified clients and prospects to continuously refine and improve service offerings.

5. Performance Reporting:

- KPIs and Metrics: Track and report on key performance indicators (KPIs) related to client acquisition, such as number of new qualified clients, AUM growth, and conversion rates.

- Strategic Input: Provide feedback and strategic insights to senior management based on interactions with prospects and market observations.

Key Skills

1. Sales and Negotiation: Strong sales acumen and negotiation skills to effectively pitch services and close deals.

2. Communication: Excellent verbal and written communication skills to articulate complex financial concepts clearly and persuasively.

3. Interpersonal Skills: Ability to build and maintain relationships with a diverse range of qualified clients and stakeholders.

4. Financial Acumen: Deep understanding of financial products, investment strategies, and wealth management principles.

5. Networking: Proven ability to network and build connections within the industry.

6. Analytical Skills: Ability to analyze market data, client needs, and competitive landscape to inform strategic decisions.

7. Adaptability: Flexibility to adapt to changing market conditions and qualified client needs.

8. Integrity and Trustworthiness: High ethical standards and integrity, essential for building trust with qualified clients.