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Reposted 18 Days AgoSaved
In-Office
San Francisco, CA, USA
Mid level
Mid level
Real Estate • Financial Services
Drive new business by prospecting and building relationships with high-net-worth individuals and intermediaries. Manage full sales cycle for residence and citizenship services, meet sales targets, maintain CRM records, collaborate with global teams, and deliver a seamless, discreet client experience.
Top Skills: CRM
Reposted 21 Days AgoSaved
In-Office
Dallas, TX, USA
90K-100K Annually
Mid level
90K-100K Annually
Mid level
Real Estate • Financial Services
As a Private Client Advisor, you will establish relationships with clients, convert leads, provide advisory services, and meet sales targets.
Top Skills: Crm SystemsMS Office
One Month AgoSaved
In-Office
New York, NY, USA
80K-110K Annually
Mid level
80K-110K Annually
Mid level
Real Estate • Financial Services
Drive new business by prospecting and converting high-net-worth clients for residence and citizenship planning. Build referral partnerships, manage full sales cycle, meet revenue targets, maintain CRM, deliver consultative advice, and collaborate with global teams to ensure exceptional client service.
Top Skills: CRM
Reposted One Month AgoSaved
In-Office
Boston, MA, USA
90K-120K Annually
Mid level
90K-120K Annually
Mid level
Real Estate • Financial Services
Act as an ambassador to convert leads into clients by advising on residency and citizenship planning, qualifying prospects, performing due diligence, collaborating with Relationship Managers, meeting sales targets, expanding networks, maintaining CRM records, and representing the firm at events.
Top Skills: Crm SystemsMS Office
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