And then, later, another 2 — 3 minutes to make sure you're
worth presenting to the client or hiring manager.
Not exact matches
Our deal flow is sourced by our team and
presented to our
client base of new and experienced angel investors, high net -
worth individuals, institutional investors, family offices, wealth managers, and Registered Investment Advisors.
Its
worth noting that while social media and SEO are the marketing sweethearts at
present the reality is that simply emailing good quality, relevant content
to the right
clients and contacts remains an extremely effective method of generating both new referrals and repeat business.
In addressing these questions, it is
worth noting that as much as working with a difficult hiring authority can
present real challenges, these situations also
present a very tangible opportunity
to bring significant value - add
to our organization (or
client firm).
2004
to present: Working as Credit Analyst in Lester International Banks Pvt. Ltd., managing accounts of over 3 billion USD in value, and responsible for adding another 7 million USD
worth of
clients to the bank's roster.
CAREER HISTORY International Bank INVESTMENT BANKING PROFESSIONAL - May 2008 -
Present Responsible for helping
to attract and develop a portfolio of high net
worth clients, then looking after their investments and ensuring that they continue
to grow over the years.
Morgan Stanley Smith Barney, Location 2011 —
Present Financial Advisor Accountable for providing acquisition and service
to High Net
Worth (HNW)
clients and C - level executives.
Bomar Industries (Lake
Worth, FL) 2003 — 2004 Customer Service Specialist • Oversee
client accounts providing excellent customer service in a timely, professional, and personable manner • Manage order placement, shipping, delivery, and resolution of returns / replacements • Analyze inventory
to ensure that all orders can be filled within a 48 hour time frame and replenish stock as needed • Complete weekly financial and inventory reports and
present to senior leadership
I wasn't at the CREA AGM but I understand those members
present voted in large numbers
to reject the notion that
clients might have an opinion of their services and that opinion might be
worth knowing.