As a Business Development Associate you will play a vital role in driving the growth of Assets Under Management (AUM) through the sale of our products and services to a diverse client base that includes retail corporate high net-worth and affluent clients. Your responsibilities will encompass building and nurturing client relationships managing portfolios offering quality advisory services proposing innovative solutions and providing regular market reports to management.
- Drive AUM Growth: Work towards increasing Assets Under Management by identifying opportunities and leveraging our product and service offerings.
- Client Relationship Development: Initiate and cultivate client relationships within identified target markets ensuring that the companys services align with client needs and expectations.
- Portfolio Management: Manage clients portfolios effectively ensuring their financial goals are met and their investments are optimized.
- Enhance Customer Experience: Improve the customer experience by providing quality advisory services valuable product/solution recommendations and maintaining strong client relationships.
- Market Insight: Monitor developments in the financial markets and proactively propose innovative solutions to address evolving client needs and expectations.
- Reporting: Provide regular market reports to the management team to keep them informed about market trends challenges and opportunities.
Requirements
- Experience: A minimum of 5 years of experience in financial services sales wealth management financial advisory or a related field.
- Education: A bachelors degree or its equivalent in numerate or semi-numerate disciplines.
- Relationship Management: Strong relationship management skills with a proven track record of building and maintaining clients relationships.
- Industry Knowledge: Extensive knowledge of finance economics and current developments in the financial industry.
- Company Understanding: Good understanding of the companys business values and mission.
- Communication Skills: Excellent oral and written communication skills to interact with clients effectively and colleagues.
- Negotiation Skills: Strong negotiation skills with the ability to influence effectively and manage C-suite executives leaders high-net-worth individuals and other key stakeholders.
As a Business Development Associate you will play a vital role in driving the growth of Assets Under Management (AUM) through the sale of our products and services to a diverse client base that includes retail corporate high net-worth and affluent clients. Your responsibilities will encompass buildi...
As a Business Development Associate you will play a vital role in driving the growth of Assets Under Management (AUM) through the sale of our products and services to a diverse client base that includes retail corporate high net-worth and affluent clients. Your responsibilities will encompass building and nurturing client relationships managing portfolios offering quality advisory services proposing innovative solutions and providing regular market reports to management.
- Drive AUM Growth: Work towards increasing Assets Under Management by identifying opportunities and leveraging our product and service offerings.
- Client Relationship Development: Initiate and cultivate client relationships within identified target markets ensuring that the companys services align with client needs and expectations.
- Portfolio Management: Manage clients portfolios effectively ensuring their financial goals are met and their investments are optimized.
- Enhance Customer Experience: Improve the customer experience by providing quality advisory services valuable product/solution recommendations and maintaining strong client relationships.
- Market Insight: Monitor developments in the financial markets and proactively propose innovative solutions to address evolving client needs and expectations.
- Reporting: Provide regular market reports to the management team to keep them informed about market trends challenges and opportunities.
Requirements
- Experience: A minimum of 5 years of experience in financial services sales wealth management financial advisory or a related field.
- Education: A bachelors degree or its equivalent in numerate or semi-numerate disciplines.
- Relationship Management: Strong relationship management skills with a proven track record of building and maintaining clients relationships.
- Industry Knowledge: Extensive knowledge of finance economics and current developments in the financial industry.
- Company Understanding: Good understanding of the companys business values and mission.
- Communication Skills: Excellent oral and written communication skills to interact with clients effectively and colleagues.
- Negotiation Skills: Strong negotiation skills with the ability to influence effectively and manage C-suite executives leaders high-net-worth individuals and other key stakeholders.
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