Business Development Executive at Maurice Xandra Solutions

REPORT TO Head, Business Development Executive.

SUMMARY

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

• 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