Key job scope will include:
- Drive client acquisition and activation by acquiring new clients.
- Strengthen ties with strategic referral partners to enhance recognition of wealth management & life insurance planning.
- Forge new referral alliances leveraging personal networks.
- Track market trends and prepare comprehensive development reports.
- Foster strong relationships with internal teams and referral associates.
- Formalize banker connections where necessary.
- Showcase Howden Private Wealth's expertise through thought leadership.
- Ensure strict adherence to regulatory standards and company policies.
- Conduct training sessions to emphasize the importance of wealth management and life insurance planning.
- Collaborate with partners to pinpoint client opportunities for wealth management services.
- Coordinate introducer and client marketing events.
- Provide support in business administration tasks, including documentation and meeting arrangements.
