• Supported client with financial analysis, budget management and operational cost control.• Partnered with foreign national and international departments to advise high net worth customers regarding estate planning and wealthmanagement.• Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.• Advised clients on targeted business strategies and corporate financing.

Developed and grew pipeline of prospective clients through consistent outbound calling,emailing, networking events, and social media channels. Averaged 30-50 outbound coldcalls per day.Used various tools to research prospective clients prior to outbound activity.Managed account book of over 300 high net worth individual and SMB clients.Effectively updated and managed client records and deal activity in Salesforce.Scheduled and conducted discovery calls with clients to better understand financialobjectives and risk tolerance in order to position value adding financial products. Bookedan average of 15-20 meetings per month.Conducted client facing workshops and presentations on the advantages of all availablefinancial products.Average deal size of $10,000 per year. Average deal cycle of 2 weeks. Successfully grewgross bookings by 300% from year one to year two.Worked closely with internal subject matter experts such as Tax and InvestmentSpecialists. Conducted due diligence on the regulation and compliance laws of variousinvestment products as part of the sales cycle.