
Financial Planner Specialist
2 days ago
We are seeking a high-performing wealth management specialist to drive investor acquisition and build long-term client relationships.
Key Responsibilities:
- Investor Acquisition and Onboarding: Identify, connect, and onboard potential investors (high net worth individuals, family offices, and professionals) and drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
- Customer Relationship Building: Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
- Investment Opportunities Presentation: Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Industry Trends Update: Stay updated on trends in startups, venture capital, private markets, and alternate investments.
The ideal candidate will have strong networking skills, excellent communication skills, and a passion for wealth management and alternate investments.
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