New Business Manager

Key job scope will include:
Drive client acquisition and activation by acquiring new clients. Strengthen ties with strategic referral partners to enhance recognition of wealth management & life insurance planning. Forge new referral alliances leveraging personal networks. Track market trends and prepare comprehensive development reports. Foster strong relationships with internal teams and referral associates. Formalize banker connections where necessary. Showcase Howden Private Wealth's expertise through thought leadership. Ensure strict adherence to regulatory standards and company policies. Conduct training sessions to emphasize the importance of wealth management and life insurance planning. Collaborate with partners to pinpoint client opportunities for wealth management services. Coordinate introducer and client marketing events. Provide support in business administration tasks, including documentation and meeting arrangements.