Pipeline Advisor Role at RFL Wealth Management
Bilinguallink • kelowna, Canada
Role Description
Become a key player at RFL Wealth Management as a Pipeline & Prospect Client Relationship Advisor. Utilize your skills in relationship management and proactive follow-up to drive client engagement.
This role is instrumental in managing the client journey, ensuring every prospective client's needs are met with care and professionalism. The ideal candidate loves connecting with people, is proactive, and works well in fast, entrepreneurial environments. You will focus on cultivating relationships and keeping clients engaged throughout the advisory process.
Key Responsibilities:
• Conduct warm outreach following client events
• Nurture relationships with timely communications
• Schedule calls and maintain engagement
• Follow up on leads and behavioral patterns
• Ensure proper CRM management and updates
Requirements:
• At least 3 years in sales or relationship management
• Relevant degree or certification in Finance or Business
• Excellent communication and ...
This role is instrumental in managing the client journey, ensuring every prospective client's needs are met with care and professionalism. The ideal candidate loves connecting with people, is proactive, and works well in fast, entrepreneurial environments. You will focus on cultivating relationships and keeping clients engaged throughout the advisory process.
Key Responsibilities:
• Conduct warm outreach following client events
• Nurture relationships with timely communications
• Schedule calls and maintain engagement
• Follow up on leads and behavioral patterns
• Ensure proper CRM management and updates
Requirements:
• At least 3 years in sales or relationship management
• Relevant degree or certification in Finance or Business
• Excellent communication and ...