Business Development Executive at Maurice Xandra Solutions

Job Description

• Our client is currently recruiting for the position of a Business Development Executive. The ideal candidate will work with the Head of Business Development to grow and drive the wealth management business of the Company.
• Candidate should possess experience in business development and relationship management skills targeting high net worth and institutional clients.

Responsibilities

• Focus on selling Company's wealth management services to high-networth 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.

Qualifications and Experience

• Candidates should possess a Bachelor's Degree / Master's Degree qualification
• 5 years' experience in relationship management and sales experience within wealth management, private banking, trust, family office or financial planning industry.
• Experience in dealing with High Net worth Individuals.