• Lead efforts to identify and attract new high-net-worth clients to the family office platform, working with senior team members to develop and execute a client acquisition strategy.
• Oversee the client onboarding process, ensuring that all documentation, compliance checks, and legal requirements are met in a seamless and efficient manner.
• Conduct initial client meetings, understanding their wealth management needs, objectives, and risk tolerance, and introduce them to the family office's services and solutions.
• Develop and maintain long-term, trust-based relationships with external clients, ensuring their needs are continuously met through personalized wealth management strategies.
• Provide ongoing support and guidance to clients, keeping them informed on portfolio performance, new investment opportunities, and the family office's offerings.
• Serve as the key point of contact for clients, responding to inquiries and ensuring the highest level of client satisfaction.
• Continuously evaluate client satisfaction and identify opportunities to enhance the client experience, driving client loyalty and retention.
• Work with the team to offer additional services to clients, such as estate planning, tax optimization, philanthropic initiatives, and other value-added solutions.
• Track client engagement and ensure all aspects of the relationship are well-managed and that clients are receiving consistent, high-quality service.