Business Development Executive at CapitalSage Technology Limited

Summary:

As a Business Development Executive, 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.

Responsibilities:

• 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 client 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.
• Independence: Ability to work with minimal supervision within a hybrid working structure.
• 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.