Wealth Advisor
Core
Develop new client relationships, manage existing accounts, and generate referrals for a multi-family office and trust company.
Role type
Wealth Advisor (Sales & Client Relationship Management)
Builds
Client relationships and sales pipeline for trust, estate, and wealth management services
Domain
Financial Services / Wealth Management / Trust & Estate
Deliverable
client delivery
Required skills
Networking, relationship management, sales pipeline development, client presentation, CRM system usage, market communication
Preferred skills
Community leadership, public awareness generation
Responsibilities
Introduce the firm to prospective clients, participate in community organizations to generate referrals, quarterback internal relationships, build sales pipeline, prepare client presentations, communicate investment strategies, anticipate client needs through regular interaction
Seniority
Individual Contributor