Strategic Advisor Position

1 semana atrás

São Paulo, São Paulo, Brasil beBeeIndustry Tempo inteiro US$90.000 - US$120.000

Executive Advisor Opportunity

  • Transform lives by facilitating global access and securing futures through alternative citizenship and residency options.
  • Participate in pioneering industry solutions and exceptional service delivery via an extensive international network.
  • Work within a multicultural, inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth.
  • Benefit from ongoing professional development, training programs, and industry conferences to enhance your expertise.
  • Engage in high-profile projects shaping the future of investment migration and global mobility.
  • Enjoy flexible working arrangements and benefits supporting your well-being.

Your Role as Executive Advisor

  • Establish and strengthen relationships with clients and partners.
  • Deliver exceptional customer service, provide premier onboarding experiences, and offer world-class advisory services to new and existing clients.
  • Raise awareness about our services and solutions by proactively reaching out to potential clients and partners.
  • Conduct research and prepare impactful meetings with potential introducers, partners, and client prospects/leads.
  • Provide expert advice on residency & citizenship planning to help clients achieve their objectives.
  • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.
  • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey.
  • Achieve a high success rate in converting sales leads into clients.
  • Meet and exceed annual sales targets for assigned jurisdictions.
  • Actively expand the existing contact database to identify new opportunities for value creation.
  • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.
  • Keep detailed and effective notes on prospect and customer interactions using our CRM system.
  • Represent our brand positively at industry events and conferences.

Requirements:

  • Undergraduate degree in business, economics, marketing, or related disciplines.
  • Masters or advanced degrees are considered advantageous.
  • +5 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment.
  • Knowledge and experience with High Net Worth Individuals is highly appreciated.
  • Strong international networks for business development.
  • Multilingual and territorial-specific experience is considered advantageous.
  • Exceptional communication skills to engage with industry stakeholders - full English business proficiency is required.
  • Collaborative approach to build positive relationships and influence others.
  • Excellent negotiation and persuasion skills, including tact and diplomacy.
  • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems.
  • Ability to gather data and provide accurate client analysis for tailored solutions.

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