Business Development Executive at CareerBuddy

Job Description

• The ideal candidate will work with the Head, Business Development to grow and drive the wealth management business of ValuAlliance.
• Candidate should possess experience in business development and relationship management skills targeting high net worth and institutional clients.

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.

Requirements

• 4 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.