Client Relationship Advisor at RFL Wealth Management

Shape client experiences at RFL Wealth Management as a Pipeline & Prospect Client Relationship Advisor. Leverage your relationship-building skills and proactive approach to enhance client journeys.
This pivotal role focuses on creating momentum for potential clients while nurturing relationships across the advisory team. Ideal candidates will thrive in fast-paced settings, possess strong communication abilities, and handle pipeline management effectively. Your objective is to ensure every client feels supported and valued throughout the process while actively working to convert leads.
Key Responsibilities:
• Conduct outreach to prospective clients post-events
• Build rapport through consistent communication
• Schedule intro calls and maintain meeting momentum
• Reactivate dormant leads through strategic follow-ups
• Maintain accurate CRM updates and prospect tracking
Requirements:
• Minimum 3 years of experience in client experience or sales
• Degree in Bu...