Yieldstreet

Consultant

• 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
• Proactively Engage your existing client base with regular outreach to maintain strong relationship and identify new opportunities to grow AUM

Client Consultant, Private Client Group