Job Description
Roles & Responsibilities
We are seeking an experienced and relationship-driven Consultant to join our advisory team. The successful candidate will be responsible for developing and managing relationships with high net worth (HNW) clients and referral partners, while providing professional and tailored advisory solutions in the areas of liquidity planning, wealth protection, and insurance planning.
Key Responsibilities- Develop and maintain strong relationships with clients and referral partners to generate new business opportunities
- Provide professional and tailored advice to HNW clients on liquidity planning, wealth protection, and insurance solutions
- Understand clients’ financial objectives and deliver suitable recommendations based on their needs
- Build and maintain a sustainable pipeline of prospective clients and referral sources
- Achieve annual revenue targets or agreed performance benchmarks
- Conduct ...