Job Description
<p style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="font-family:Calibri,"sans-serif""><b><span style="font-size:16.0pt"><span style="font-family:"Times New Roman","serif"">Key Responsibilities:</span></span></b></span></span></span></p>
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<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="font-family:Calibri,"sans-serif""><b><span style="font-size:13.5pt"><span style="font-family:"Times New Roman","serif"">Client Relationship Management</span></span></b></span></span></span></li>
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<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Build and sustain long-term relationships through regular engagement—property updates, VIP briefings, and exceptional service.</span></span></span></span></span></span></li>
<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Serve as the primary touchpoint for high-net-worth clients, responding promptly and proactively.</span></span></span></span></span></span></li>
<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Deliver concierge-style property advisory: market trends, comparables, investment strategy, and bespoke recommendations.</span></span></span></span></span></span></li>
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<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="font-family:Calibri,"sans-serif""><b><span style="font-size:13.5pt"><span style="font-family:"Times New Roman","serif"">New Client Acquisition</span></span></b></span></span></span></li>
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<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Conduct targeted outreach, leveraging executive-level networks, referrals, and industry events to onboard HNI and UHNI clients.</span></span></span></span></span></span></li>
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<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="font-family:Calibri,"sans-serif""><b><span style="font-size:13.5pt"><span style="font-family:"Times New Roman","serif"">Strategic Consultation</span></span></b></span></span></span></li>
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<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Develop deep client profiles and property preferences via one-on-one consultations and data-driven insights.</span></span></span></span></span></span></li>
<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Leverage Pin Click’s technology to anticipate client needs, offering highly curated property options.</span></span></span></span></span></span></li>
<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Coordinate with developers and sales teams to offer early access to exclusive listings.</span></span></span></span></span></span></li>
</ul>
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<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="font-family:Calibri,"sans-serif""><b><span style="font-size:13.5pt"><span style="font-family:"Times New Roman","serif"">Cross-functional Synergy</span></span></b></span></span></span></li>
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<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Collaborate with marketing to design campaigns or events targeting the HNI/UHNI segment.</span></span></span></span></span></span></li>
<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Work with operations, tech, and developer partners to ensure seamless service delivery and customer satisfaction.</span></span></span></span></span></span></li>
<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Identify opportunities for upselling, repeat transactions, or referral generation.</span></span></span></span></span></span></li>
</ul>
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<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="font-family:Calibri,"sans-serif""><b><span style="font-size:13.5pt"><span style="font-family:"Times New Roman","serif"">Performance Tracking</span></span></b></span></span></span></li>
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<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Establish and manage KPIs: new acquisitions, conversion rate, assets under advisement, client satisfaction, and referrals.</span></span></span></span></span></span></li>
<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Generate periodic reports and strategic insights for leadership evaluation.</span></span></span></span></span></span></li>
<li style="margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="font-family:Calibri,"sans-serif""><span style="font-size:12.0pt"><span style="font-family:"Times New Roman","serif"">Monitor competitor offerings to continuously elevate Pin Click’s value proposition.</span></span></span></span></span></span></li>
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