HNI Business Development Representative

Responsibilities:

• Finding new prospective clients and maintaining excellent client service and professionalism.
• Booking meetings for the Managing Partner with HNI prospective clients
• Identifying business opportunities to drive growth and increase company visibility
• Attending networking events and proactive outreach by phone and in person to HNI individuals to convey Carrick's value proposition.

Requirements:

• Proven track record of marketing to and generating leads of HNI individuals.
• Experience in wealth management, banking, luxury real estate, second citizenship or coming from other fields
• Must be able to self-generate HNI leads using their own proven strategies and have bright ideas for the company to gain even more exposure and visibility in the right circles.
• Must demonstrate that they know how to speak to, write to and socialise with affluent/HNI clients.
• Able to prove that finding HNI clients is what they are already used to or that they already have an extensive network of HNI potential clients.

About Us:

Carrick Wealth are a Pan-African company with offices across Africa and a partnership in the United Kingdom. We are leaders in offshore wealth management and financial planning. Carrick recently opened offices in Victoria Island, Lagos, Nigeria. We provide independent financial advice to a wide range of highly successful, affluent and high-net-worth Nigerian individuals. Our primary focus is client service, providing personal attention and one-on-one advice, making the client our priority. Our services include legacy planning, for example ensuring clients have a valid Will or a Trust to hold assets for future generations, as well as financial planning to ensure wealth grows, international school fees are paid and financial privilege lasts a lifetime despite any naira devaluation or cost of living inflation (making use of international stock investments, UK and other international real estate investment, amongst many other solutions). Carrick is unique in that it does not focus on Nigeria/Naira-based investment solutions.