• Engage a range of stakeholders within their Referral Partners: Gatekeepers, Wealth Planners, Market heads and Consultants to drive business development activities that increase the percentage of Relationship Managers that actively refer opportunities, closing cases and increase penetration.
• Work with current client groups with the intent of increasing retention of current business and increasing share of business from current clients.
• Analyse campaign's for continual improvement and create reports that provide the Sales Leadership, Marketing Team and other key stakeholders with relevant information to inform future campaign management.
• Research and understand HNWI's needs and future ways to engage with legacy planning discussions and solutions.
• Assist the business in expansion of current geographies and channels.
• Deliver post campaign insights to Sales Leadership, Marketing Team and other stakeholders as appropriate.