Identify and develop new business opportunities by acquiring high-net-worth individuals (HNIs), family offices, and institutional clients interested in PMS oerings.
Utilize personal networks, industry contacts, referrals, and lead generation techniques to secure prospective clients.
Attend industry events, conferences, and networking forums to promote PMS services and build a client pipeline.
Develop and execute strategic sales plans to meet individual and team sales targets.
Identify market segments and client demographics most likely to benefit from PMS oerings.
Maintain and enhance long-term relationships with clients to generate repeat business and referrals.
Provide ongoing service and support to ensure client satisfaction, addressing any concerns or questions about portfolio performance and market changes.
Keep clients updated on portfolio performance, market developments, and any strategic changes recommended by the PMS team.
Develop customized sales pitches that communicate the value of PMS oerings based on the financial goals and risk profiles of potential clients.
Prepare and deliver presentations, sales proposals, and portfolio performance reports to prospective and existing clients.
Work closely with the portfolio management team to understand the investment strategies and performance of various portfolios.
