• Institutional and high net worth Corporate Sales.
• Ensure AWT-IL’s reputation is upheld by maintaining ethical standards and providing high-quality service and human resources.
• Advise high net worth corporate clients appropriately and ethically on their investments to ensure a well-maintained relationship with AWT-IL.
• Develop a satisfied employee base.
• Increase the conversion of telephone inquiries into successful field visits.
• Assist clients in identifying their financial objectives and determining the most appropriate asset allocation.
• Evaluate the risk appetite of the client and analyze their existing financial activities and goals.