Strategic Business Growth Advisor

Há 5 dias

São Paulo, São Paulo, Brasil beBeeBusinessDevelopment Tempo inteiro R$80.000 - R$140.000
Private Client Advisor Job Description

We are seeking a highly skilled and experienced Private Client Advisor to join our team. As an ambassador for the organization, you will be responsible for establishing and strengthening relationships with clients, providing exceptional customer service, and delivering world-class advisory services.

Your primary focus will be on converting leads into client cases by delivering a premier onboarding experience and offering tailored solutions to meet their objectives.

Key Responsibilities:
  • 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.
Requirements:
  • Hold an undergraduate degree in business, economics, marketing, or related disciplines.
  • A Master's or advanced degree is considered an advantage.
  • +5 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate, or recruitment.
  • Strong international networks for business development.
  • Multilingual and territorial-specific experience is considered an advantage.
  • Exceptional communication skills to engage with industry stakeholders, requiring full English business proficiency.
Benefits:
  • A high level of autonomy and responsibility to drive business growth.
  • The opportunity to work with a dynamic and collaborative team.
  • Continuous learning opportunities through ongoing professional development, training programs, and industry conferences.
About Us:

We are a global firm with a strong reputation for delivering exceptional results. Our team is passionate about helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options.

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