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Key Responsibilities:
-Drive the business development strategy in the Midlands region.
-Identify new opportunities and expand the client portfolio.
-Develop and execute regional growth plans.
Relationship Management:
-Build and maintain strong relationships with high-net-worth individuals.
-Network with referral partners and professional networks.
-Work with Relationship Managers to deliver excellent client experience.
Market Engagement:
-Represent CP Wealth at regional events and networking sessions.
-Lead Midlands go-to-market activity with aligned marketing campaigns.
-Maintain an accurate pipeline and provide market intelligence.
Cooper Parry Wealth
Cooper Parry Wealth is a financial planning firm in the UK that has flipped the traditional model on its head to do things differently.