Business Development Executive at Maurice Xandra Solutions

Job 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 the Investment team from interactions with potential & existing clients.
• Achieve asset and revenue targets.

Qualifications and Experience

• 5 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 an entrepreneurial spirit.
• Able to operate successfully in a team environment.
• Proficient in the use of Excel, Word and PowerPoint.

Personal Qualities:

• Strong commercial and results orientation
• Enthusiastic, ‘can-do’ attitude
• Demonstrates high level of professionalism & personal integrity.
• Passion for client service excellence
• Team player.

Remuneration

• Very attractive salary with benefits.