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Senior Wealth Builder
2 weeks ago
We are seeking a skilled professional to fill the role of Wealth Consultant. This individual will be responsible for generating leads and building relationships with High Net-Worth Individuals (HNIs) to promote our Real Estate Fund.
Key Responsibilities:
- Lead Generation & Prospecting
- Identify and engage HNI clients interested in real estate investments.
- Pursue leads through calls, emails, networking, and referrals.
- Maintain a strong pipeline of qualified HNI prospects for the Real Estate Fund.
- Client Engagement
- Negotiate initial conversations with prospects to assess investment appetite and suitability.
- Inform prospects about the Real Estate Fund structure, benefits, and value proposition.
- Schedule meetings for senior Wealth Managers or Investment Advisors to close opportunities.
- Market Intelligence
- Stay informed on wealth management, investment, and real estate trends to identify potential opportunities.
- Analyze HNI investor behavior and preferences to tailor outreach strategies.
- Reporting & Collaboration
- Track progress in the CRM system, including leads, interactions, and conversion outcomes.
- Provide regular updates on leads generated, meetings scheduled, and pipeline movement.
- Collaborate closely with the Business Development and Fundraising teams to achieve shared targets.
- Graduate/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 in acquiring HNI clients (experience in Real Estate or Investment Funds is highly valued).
- Excellent communication and relationship-building skills.
- Strong target-driven mindset, persistence, and ability to work independently.
- Familiarity with CRM tools and financial products.
A dynamic and supportive work environment that fosters growth and development.
Ongoing training and mentorship opportunities.
A competitive compensation package.
Regular performance reviews and feedback.
About Us:We are a leading provider of innovative investment solutions. Our mission is to deliver exceptional results and build long-lasting relationships with our clients.
