Agent immobilier indépendant with Liberkeys, providing support in sales and customer satisfaction since 2018. Engaging in property estimation, negotiation and client guidance.
About the role
- Senior Investment Counselor responsible for sales and client relationship management for high-net-worth clients at T. Rowe Price. Driving account growth and delivering tailored investment solutions for client needs.
Responsibilities
- Sells the organization's products and/or services to high-net-worth clients.
- Promotes firm services and offerings to high-net-worth clients based on understanding of clients' business objectives.
- Negotiates sales of products and services across high-net-worth departments within the business unit.
- Structures deals in the best interests of the client and the firm.
- Identifies and qualifies prospects, develops a “trusted advisor” relationship, and helps them find solutions to address their needs.
- Evaluates the potential of prospects; develops and executes a plan for capitalizing on those opportunities.
- Develops knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making.
- Coordinates sales opportunities for high-net-worth clients across T. Rowe Price business units as necessary.
- Partners with marketing team contacts and other sales teams to develop promotional and pitch ideas and materials.
- Participates in idea generation and the development of messaging and tactics to promote the organization's products and services to client contacts.
- Keeps abreast of client relationship activity occurring throughout the firm.
- Liaises with relevant business contacts (internally and externally) to coordinate service to the client.
- Escalates relevant issues to senior team members or management.
- Applies high client service protocols to ensure client satisfaction.
- Develops relationships with client contacts to conduct meetings and deliver presentations on new products and services.
- Generates new leads through client and market research.
- Develops custom approaches for clients based on individual needs.
- Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings.
- Applies research findings to generate sales strategies and materials generation.
- Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals.
- Analyzes complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance.
- Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge.
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- Series 7 and 66 CRPC *Must be obtained within designated window per Global Distribution licensing policy if not already obtained
- CRPC
- 10+ years of total relevant work experience preferred
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Independent real estate advisor role at Liberkeys, leveraging technology and support to achieve success. Engage in property estimation, client guidance, and performance evaluation with expert coaching.
Conseiller immobilier indépendant pour une entreprise innovante dans l'immobilier. Transformant le secteur grâce à la technologie et à l'humain.
Sales Advisor ensuring customer satisfaction by providing quality advice at Castorama. Contributing to product presentation and store organization while promoting services and offers.
Conseiller de Vente chez Castorama garantissant la satisfaction client et développant le chiffre d'affaires du rayon. Proposant des solutions et accompagnant le client dans ses projets d'amélioration de la maison.
Sales Advisor at Castorama ensuring customer satisfaction and driving sales in your department. Collaborating with team members to enhance customer experience and maintain store standards.
Sales Associate at Castorama ensuring customer satisfaction with quality service. Developing sales and assisting clients with home improvement projects in a retail setting.
Addictions Counselor Supervisor managing certified addiction counselors and overseeing substance use treatment programs. Applying behavioral health solutions in Parkville, Maryland with a focus on recovery.
Medical consultant conducting medical assessments for long - term absentee employees at NMBS in Namur. Supporting their reintegration while collaborating with clients and stakeholders.
Medical advisor conducting examinations for long - term absence cases within HR Rail in Belgium. Collaborate with staff and assist with their return to work processes.