Lead the development of intelligence-led business development strategies that support the Firm’s growth priorities, practice group objectives and client relationship ambitions.
Identify potential clients, targets, intermediaries, referral sources and strategic relationship opportunities for partners and practice groups.
Identify and define desired outcomes for business development efforts, including target relationships, conversion goals, revenue opportunities, profile-raising objectives and follow-up actions.
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Acquire new individual customers and deepen relationships with existing clients through proactive engagement and needs-based selling.
Identify customer financial needs and recommend suitable banking products and services, including deposits, loans, credit cards, investments, and insurance.
Provide personalized financial advice and guidance to customers, assisting them in achieving their financial goals.
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Why are you interested in this role, and what makes you think you’d be a good fit?
This role involves packing orders accurately and on time. What do you personally do to make sure you don’t miss details or make mistakes when handling repetitive tasks?
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Established in 2010, My Wishes Integrated Services specializes in financial planning, estate planning, and wealth protection solutions for individuals and small business owners. Their mission is to empower clients with innovative strategies to build lasting legacies. They aim to be the most trusted partner in estate planning and wealth protection, making financial security accessible to all.