New Zealand Private Client Director
Core
Acquire high-net-worth wholesale clients in New Zealand by presenting wealth management solutions and converting qualified leads.
Role type
Private Client Director (Business Development)
Builds
New Zealand Private Client Group expansion
Domain
Wealth Management / Investment
Deliverable
client delivery
Required skills
selling financial services to high-net-worth investors, high-volume phone-based sales, in-person meetings, lead conversion
Preferred skills
none stated
Technologies
none stated
Responsibilities
Contact leads generated by marketing, engage with prospective clients to evaluate financial goals, educate clients on offerings, help investors become clients
Seniority
Mid-Senior, hands-on IC
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