01Overview
We are looking for an experienced Wealth Management professional who can drive client acquisition, build and manage a high-performing team, and contribute directly to revenue and AUM growth.
Key Responsibilities
Lead and mentor the Relationship Management teamAcquire and develop HNI/UHNI clientsDrive AUM and revenue growthManage client relationships and investment requirementsSupport portfolio and investment advisory initiativesDrive sales targets and business developmentBuild a strong referral and prospecting pipelinePay: 30,000.00 - 40,000.00 per month
Benefits:
Health insuranceInternet reimbursementPaid sick timePaid time offWork Location: In person .