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Hiredly X is seeking a lead manager to develop and grow our Privilege client relationships within a team of financial professionals. You will be trained in the Privilege Client Engagement Process and will act as the lead in delivering tailored financial advisory services and investment solutions to affluent and high-net-worth clients.
You will provide timely information, advice, and recommendations to clients across market segments, coordinating with product specialists and relationship managers
You will be part of a group of highly trained financial professionals. You will be trained in the Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments.
You will provide customers with timely information, advice and recommendat...