Private Wealth Manager

Job Title: Private Wealth Manager - Athena

Seniority Level: Mid Career (4 - 6 yrs exp)
Type: Permanent

Duties and Responsibilities:

• Sales:
  • Contacting potential clients and setting up initial meetings.
  • Identify and pursue new business opportunities through lead generation, prospecting, and networking.
  • Build and maintain strong relationships with key clients and stakeholders.
  • Promoting and selling financial products to meet sales targets.
  • Design product functionality with reference to available solutions.
    
    
• Client Servicing:
  • Contact clients regularly to determine changes in financial circumstances.
  • Ensure exceptional client servicing and address inquiries effectively.
  • Conduct regular reviews with key clients to assess satisfaction levels...