SUMMARY:
Wealth Manager (New Business) | Claremont POSITION INFO:
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 Group’s full suite of services, aiming for clients to utilize three or more service offering...