Expert Solutions Consultant

1 semana atrás

São Paulo, São Paulo, Brasil beBeeExpertise Tempo inteiro R$45.000 - R$75.000
Private Client Advisor

You will be an ambassador for the company, establishing and strengthening relationships with clients.

  • Raise awareness about our services by proactively reaching out to potential clients.
  • Conduct research and prepare impactful meetings with prospects.
  • Provide expert advice on residency & citizenship planning.
  • Qualify prospects and perform initial due-diligence checks.
  • Collaborate with Relationship Managers to deliver a world-class client experience.
  • Achieve high success rates in converting sales leads into clients.
  • Meet annual sales targets for assigned jurisdictions.
  • Expand contact databases to identify new opportunities.
  • Maintain industry knowledge to engage in meaningful conversations.
  • Act as a positive representative at industry events.

Requirements:

  • Undergraduate degree in business, economics, or related disciplines.
  • Advanced degrees are considered advantageous.
  • Customer-facing sales experience is required.
  • Knowledge of HNWIs is highly appreciated.
  • Multilingual and territorial-specific experience is beneficial.
  • Exceptional communication skills in English and Spanish are essential.
  • Collaborative approach to build positive relationships.
  • Excellent negotiation and persuasion skills are necessary.
  • Strong research and strategic analysis skills are required.
Key Benefits

This role offers a unique opportunity to excel in a dynamic environment. As a Private Client Advisor, you will have the chance to develop your skills and expertise while contributing to the growth and success of our organization.

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