High Net Worth Client Acquisition Specialist

4 semanas atrás


Brasil Balfour Capital Group Tempo inteiro
Company Overview

Balfour Capital Group is a distinguished boutique Investment Banking Firm/Hedge Fund, focused on expanding its business presence across diverse locations.

Salary and Benefits

As a high net worth client acquisition specialist, you can expect to earn a commission-only role with one of the most lucrative commission structures, offering weekly payouts. Producers compensation can range anywhere from $100k or in excess of $500k.

Job Description

You will work in tandem with regional Partnership Managers in acquiring new clients, forge and nurture relationships with high-net-worth clients, promote referrals from existing clientele, update complete KYC details for originated accounts, conduct joint meetings with the hedge fund manager, ensuring consistent reporting tracking, stay informed of the current economic environment and capital markets, and deliver best-in-class customer service and meet the compliance and control standards set by the group.

Required Skills and Qualifications

To succeed in this role, you should possess sales experience, preferably in the financial services industry, have a Bachelor's/Master's degree in Finance, Business Administration, or related field, and advanced degrees and relevant certifications are a plus.

Benefits

Balfour Capital Group offers a collaborative and inclusive workspace that champions diversity and innovation, daily training meetings on the market and investment strategies globally, stock options for large producers when we go public in 2024, and opportunities for ongoing professional development and growth.



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