New Client Acquisition – Proactively grow a portfolio of HNW/UHNW clients through strategic networking, targeted outreach, events, referrals, and consultative sales techniques.
Develop Investor Relationships: Establish and maintain long-term relationships with HNWIs, UHNWIs, family offices, business owners, and institutional investors.
New Client Acquisition – Proactively grow a portfolio of HNW/UHNW clients through strategic networking, targeted outreach, events, referrals, and consultative sales techniques.
Client relationship management: Build and maintain trusted, long-term relationships with HNW/UHNW individuals, business owners and institutional investors, ensuring portfolio growth and client satisfaction.
Upload all data requirements in WCB platform including but not limited to member listing, claim listing, updated past 3 years claim data & loss ratio summary
Develop benefits propositions, liaising & negotiating with stakeholders and prepare client solutions & recommendations. This would include (but not limited to) day to day vendor collaboration, building/refining processes and developing marketing/sales materials
Identify and develop annual plans for facility management activities, ensuring full compliance with safety, health, and environmental requirements and regulations