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MONTREAL MANAGEMENT CONSULTANTS L.L.C. is seeking a Sales Marketing Executive to drive client relationships and new business in citizenship by investment and global mobility.
You will guide clients from initial consultation through application submission, manage a healthy pipeline, and collaborate with Compliance, Processing, Finance, and Management to deliver a premium client experience.
The Sales Marketing Executive Business Development Client Relations serves as a trusted advisor to prospective and existing clients, providing professional guidance on Citizenship by Investment and global mobility solutions. This role combines client advisory, relationship management, business development, and portfolio management to deliver an exceptional client experience from initial consultation through successful application submission.
Identify, engage, and develop relationships with prospective clients through company-generated leads, referrals, networking opportunities, strategic partnerships, and personal business development initiatives.
Conduct professional consultations to understand clients' personal, family, and business objectives.
Advise clients on suitable Citizenship by Investment and global mobility solutions tailored to their individual requirements.
Develop and manage a healthy pipeline of qualified opportunities while maintaining consistent and professional follow‑up.
Prepare tailored quotations, commercial proposals, and service agreements.
Achieve individual and departmental commercial objectives through ethical consultative relationship management.
Build long‑term relationships that generate repeat business and client referrals.
Serve as the primary point of contact for assigned clients throughout their engagement with MMCE.
Build trusted relationships through professionalism, responsiveness, discretion, and exceptional client service.
Manage the complete client journey, ensuring a seamless and premium client experience from consultation through application submission.
Maintain regular communication with clients, providing timely updates and proactively managing expectations.
Handle confidential client information with the highest level of integrity and professionalism.
Manage and maintain a portfolio of prospective and existing client relationships.
Coordinate closely with Compliance, Processing, Finance, and Management teams to facilitate efficient client onboarding and case progression.
Ensure all client documentation and information are complete, accurate, and submitted within required timelines.
Maintain accurate and up‑to‑date records of all client interactions within the company's CRM system.
Monitor client portfolios and proactively identify opportunities to strengthen relationships and expand business opportunities.
Represent MMCE professionally during exhibitions, conferences, seminars, networking events, and business meetings.
Build and maintain strategic relationships with referral partners, introducers, intermediaries, and corporate clients.
Gather market intelligence and provide insights into industry trends, competitor activity, and client requirements.
Contribute ideas and initiatives that enhance client acquisition, service delivery, and overall customer experience.
Prepare timely reports on client activities, pipeline development, and commercial performance.
Ensure full compliance with company policies, internal procedures, and regulatory requirements.
Maintain high standards of professionalism, accuracy, confidentiality, and accountability in all client interactions.
Perform additional responsibilities assigned by Management in support of departmental and organizational objectives.