
High Net Worth Investor Builder
1 day ago
Our firm is seeking a highly motivated wealth consultant to play a pivotal role in building a pipeline of qualified investors for our real estate fund. This position requires an individual who can effectively identify and engage with high net worth individuals interested in investing in real estate.
Key Responsibilities:- Strategic Lead Generation & Prospecting: Utilize expertise to identify and connect with high net worth individuals interested in real estate investments, generating a robust pipeline of prospects.
- Lead Development: Generate leads through targeted calls, emails, networking, and referrals to create opportunities for growth.
- Pipeline Management: Develop and maintain a strong pipeline of qualified HNI prospects, ensuring continuous business development.
- Initial Client Consultation: Conduct thorough conversations with prospects to understand their investment needs and suitability.
- Prospect Education: Educate clients on the benefits and value proposition of our real estate fund, aligning their interests with our offering.
- Opportunity Closure: Coordinate meetings between senior wealth managers or investment advisors and prospects to facilitate successful transactions.
- Stay Informed: Remain up-to-date on market trends in wealth management, investments, and real estate to identify potential opportunities.
- HNI Research: Investigate investor behavior and preferences among high net worth individuals to tailor outreach strategies.
- Performance Tracking: Monitor lead generation, interactions, and conversion progress within the CRM system.
- Weekly Reporting: Provide regular updates on leads generated, meetings scheduled, and pipeline movement.
Requirements:
- Postgraduate degree in Finance, Business, Economics, or related field.
- Minimum 1–3 years of experience in lead generation, inside sales, or wealth consulting within BFSI, wealth management, or investment products.
- Proven track record of success in HNI client acquisition, preferably in real estate or investment funds.
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