Business Development Officer
Share
Job Location:
Monthly Salary:
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
Responsibilities
Focus on selling ValuAlliance wealth management services to high-net-worth individuals and institutional clients by identifying potential clients building client relationships and providing high quality service.
Engage prospective clients with a view to identifying and understanding their needs and objectives and working with the investment team to provide recommendations suited to each client.
Provide high quality client engagement through scheduled client meetings and regular client interactions.
Act as liaison between the firm and clients representing firm to clients and clients to firm.
Participate in internal investment review of clients investment portfolios.
Work with the Investment Operations team to ensure timely delivery of periodic portfolio reports and statements to clients.
Regularly provide feedback to Investment team from interactions with potential & existing clients
Achieve asset and revenue targets.
7- 10 years experience in relationship management and sales experience within wealth management private banking trust family office or financial planning industry.
Demonstrated ability to understand clients financial situations.
Good knowledge of financial markets
Strong relationship management skills.
Excellent communication (verbal & written) and interpersonal skills
Track record that demonstrates exceptional ability to grow revenue assets and client base.
High achiever with entrepreneurial spirit.
Able to operate successfully in a team environment
Proficient in the use of Excel Word and PowerPoint.
Strong commercial and results orientation
Enthusiastic can-do attitude
Demonstrates high level of professionalism & personal integrity
Passion for client service excellence
Team player
Required Experience:
IC
Key Skills
- Business Development
- Sales Experience
- B2B Sales
- Sourcing
- Financial Services
- Organizational skills
- Communication skills
- Investment Experience
- Banking
- Relationship Management
- Underwriting
- Financial Analysis
About Company
ValuAlliance is a Fund Manager licensed by the Securities and Exchange Commission and is a subsidiary of African Capital Alliance (ACA). We were formed in 2007 and provide investment management and advisory services to institutional investors and individuals, combining deep expertise ... View more
