ClientAdvisor-HunterSales
NewYork
Circa$100kBase+UncappedCommission
CertusRecruitmentispartneringwithaspecialist,high-endadvisorybusinessoperatingintheUHNWspace .Thisisaclient-facingroleforsomeonecomfortableworkingwithsophisticatedindividuals,complexrequirements,andlong-termrelationshipbuilding.
You’llactasatrustedadvisor,convertingwarmandqualifiedleadsintoclientsthroughahigh-touch,consultativesalesprocess.Thisrolesuitssomeonewhounderstandsdiscretion,credibility,andtheexpectationsofUHNWindividuals,whetherfromprivatebanking,wealthmanagement,investmentadvisory,luxuryservices,orsimilarenvironments.
TheRole
- ActasakeypointofcontactforUHNWprospects,guidingthemthroughastructuredadvisoryjourney
- Convertinboundandreferredleadsintoactiveclientsthroughconsultativeengagement
- Conductdetaileddiscoverytounderstandclientobjectivesandrequirements
- Workcloselywithinternalteamstoensureaseamlessonboardingandclientexperience
- Buildandnurturelong-termrelationshipswithclientsandintroducers
- MaintainaccuraterecordsandpipelinemanagementviaCRM
- Representthebusinessprofessionallyinmeetingsandindustrysettings
WhatThey’reLookingFor
- ProvenexperienceworkingwithUHNWorHNWclients insomecapacity
- Backgroundinadvisory,privatebanking,wealthmanagement,investmentservices,luxurysales,orsimilar
- Strongcommunicationandrelationship-buildingskills
- Comfortableoperatinginaregulated,detail-drivenenvironment
- Commerciallyastute,confident,andcrediblewithseniorstakeholders
What’sOnOffer
- Circa$100kbasesalarydependingonexperience
- Uncappedcommissionwithsignificantearningpotential
- Exposuretoahighlysophisticatedclientbase
- Clearopportunitytobuildalong-termcareerinaspecialistadvisoryenvironment
- Collaborative,professionalculturewithhighstandards
Thisisanexcellentopportunityforsomeonewhoenjoystrusted-advisorsales ,valuesqualityovervolume,andwantstoworkinagenuinelypremiumsegmentofthemarket.
#J-18808-LjbffrClient Advisor - New York in new york at Unknown Company
This position is listed as full time and onsite.