• Proactively prospect and identify potential new clients through various channels such as networking, referrals, and targeted outreach • Qualify prospective clients by understanding their investment objectives, risk tolerance, and research needs • Present our Wealth management solutions in a clear and compelling manner to convert prospects into clients • Tight coordination and collaboration with Market Development, Research, and Product teams • Consistently achieve and exceed monthly and quarterly sales targets with a relentless drive to surpass goals • Provide responsive and attentive client service to ensure a positive experience and build long-term partnerships • Maintain detailed records of all client interactions and sales activities in our CRM system