Wealth Manager (New Business)
Category: Wealth Management
Location : Claremont
Salary: Market-related
Are you a dynamic, results-driven professional with a talent for storytelling and business development? Our client is looking for a Wealth Manager (New Business) to join their Wealth Management division. In this role, you will be the face of the firm, sharing their unique story with ideal clients to drive sustainable growth in Assets Under Management (AUM) and expand their boutique Family Office reach.
Key Responsibilities:
Business Development: Identify and attract new "Ideal Families" by networking, obtaining referrals, and delivering compelling presentations and proposals.
Client Acquisition: Manage the full sales cycle, from initial prospect meetings ("Telling the Story") to evaluating closing ratios against strategic targets.
Relationship Deepening: Proactively cross-sell the Groups full suite of services, aiming for clients to utilize three or more service offerings.Seminar Engagement: Manage invites for quarterly seminars and attend events to identify and follow up on new business leads.
Holistic Advisory: Conduct regular client reviews, re-evaluate risk profiles, and provide comprehensive feedback on portfolio and financial needs.
CRM Excellence: Utilize Xplan for task management, reporting, and maintaining meticulous client information.
Compliance & Teamwork: Maintain 100% industry compliance in all file preparation and collaborate with Wealth Management Associates (WMAs) to ensure seamless administration.
Requirements:Experience: 5+ years of proven experience providing holistic financial planning and advice to HNW and UHNW clients.
Education: An undergraduate degree in Commerce or Business Science with a Postgraduate Diploma in Financial Planning is required.
Professional Registration: Must be a Registered CFP® with the FPI.
Technical Skills: Proficiency in Xplan (or a similar CRM system) and the Microsoft Office suite.
Core Competencies: High sales ability and tenacity, coupled with strong emotional intelligence, empathy, and professional presentation skills.