Proactively hunt for leads from the existing network or build a new one
Develop a clear understanding of how the private banking and wealth management market
operate with a focus on international alternative offerings
Research regional market trends and how it impacts investor demand for international alternative investments
Reach out to digital leads and nurture relationships that would ultimately lead them to open an account and commit an investment
Meet with prospects and clients in person (may involve travel) or remotely to understand client circumstances and objectives then develop commercial proposals (relatively standard product & service offering tailored to client needs and context)
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