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Senior Wealth Management Consultant

2 months ago

Naples, Florida, United States The Bessemer Group, Incorporated Full time
Position Overview

An exceptional opportunity exists for a pivotal role within The Bessemer Group, Incorporated's business development division. In this capacity, you will cultivate new connections with ultra-high net worth individuals, representing our esteemed wealth management firm.

Your responsibilities will include:

  • Identifying and nurturing potential clients, transforming prospects into valued clients, thus enhancing revenue streams and asset growth.
  • Utilizing extensive experience in the wealth management sector, alongside a solid understanding of various financial products.
  • Leveraging your M.B.A. or J.D. credentials, or an equivalent blend of education and practical experience.
  • Applying comprehensive expertise in investments, tax strategies, estate planning, and banking services.
  • Demonstrating a proven history of successful client acquisition, business development, and relationship management.
  • Exhibiting strong collaboration and communication skills, coupled with a team-oriented mindset.
  • Maintaining a self-driven attitude with a commitment to achieving performance excellence.

Qualifications

  • Significant experience in the wealth management field.
  • Strong knowledge of diverse financial products and services.
  • Proven ability to build and maintain client relationships.