Business Development Manager at DLM Capital Group

Job Overview

• We are currently seeking a dynamic and results-driven Business Development Manager to join our Trust Services team.

Responsibilities

• Generate new leads and actively pursue sales opportunities with high-net-worth individuals, family offices, wealth managers, and institutional clients who may benefit from our trust services.
• Cultivate and maintain strong relationships with clients, prospects, and intermediaries to understand their needs and provide customized trust solutions.
• Conduct in-depth market research to identify emerging trends and potential business opportunities. Develop and execute strategies to position the company as a leader in the trust services sector.
• Achieve and exceed sales targets and KPIs by closing new business, expanding existing relationships, and increasing revenue from trust services.
• Work closely with the legal, compliance, and operations teams to ensure seamless service delivery and the successful onboarding of new clients.
• Represent the company at industry events, conferences, and seminars. Promote the company's trust services offerings and position it as a trusted partner in wealth management.
• Prepare and deliver proposals, presentations, and client-facing materials that effectively communicate the benefits and value of our trust services.

Requirements

• Minimum of five (5) years experience in business development, sales, or relationship management, preferably within the financial services, wealth management, trust and fiduciary services industries.
• First Degree in Finance, Business, Law or any related field from a reputable tertiary institution
• In-depth knowledge of trust services, estate planning, and wealth management strategies.
• Strong networking and relationship-building skills with the ability to engage with high-net-worth individuals and institutional clients.
• Excellent communication, presentation, and negotiation skills.
• Ability to work independently as well as collaborate with cross-functional teams to achieve business goals.
• A results-oriented mindset with a track record of meeting or exceeding sales targets.