What are the responsibilities and job description for the Executive Wealth Manager position at Avior Executive Search, Inc?
Unleash your full potential as a Senior Private Banker at Avior Executive Search, Inc. We seek ambitious professionals with a proven ability to drive revenue growth, build lasting relationships, and deliver exceptional financial services.
- Exceptional communication skills to effectively engage high-net-worth clients, distilling complex financial concepts into actionable advice.
- Innovative approach to identifying new business opportunities, fostering strategic partnerships, and streamlining processes for maximum efficiency.
- Deep-seated understanding of the local market, recognizing key players, trends, and influences that impact client success.
- Liaise closely with colleagues to facilitate collaborative sales efforts, pinpointing untapped revenue streams and amplifying overall performance.
Key Performance Indicators:
- Achieving specified AUM targets and consistently meeting or surpassing quarterly sales goals.
- Maintaining robust relationships with key decision-makers, capitalizing on every opportunity to promote mutual interests.
- Proactive identification and resolution of issues affecting client satisfaction, diligently addressing concerns and grievances.
