Client Consultant, Private Client Group - Dallas
1 month ago

Job summary
We are hiring a Client Consultant for our Private Client Group (PCG). The PCG team is focused on supporting high net worth individuals and corporate executives interested in investment opportunities offered on Willow Wealth. You will be responsible for growing and managing relationships with existing key clients and engaging with potential new members.Responsibilities
- Drive AUM growth by expanding relationships with existing investors and converting new platform sign-ups into active, long-term clients
- Educate investors to enhance their understanding of Willow Wealth's investment strategy and the details of individual funds and offerings
- Leverage consultative selling techniques to understand clients' needs and provide tailored investment solutions, guiding them through the decision making process
- Build and nurture high-value relationships by delivering investor-focused education and expectational service
Job description
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