• Responsible for identifying and developing client relationships within the HNWI market.
• Deep knowledge about ultra-high-net-worth clients with a proven track record of developing and growing client relationships.
• Effective internal and external networking to generate and develop new leads.
• Attend networking and industry events in the pursuit of new business development opportunities.
• A consultative approach to serving clients along with sharing best practices.
• Passion for learning professionalism, positivity, and a strong work ethic with a high level of integrity.