Wealth Manager at Bluebulb Financials Limited

Job Purpose

•  We are looking for an ambitious and energetic Wealth Manager texpand our clientele and drive sustainable financial growth within the Asset Management Sector.
• The Wealth Manager will develop and execute strategies tincrease company sales and profits, identify profitable business opportunities and secure sound business deals.

 Job Description

Key Responsibilities:

• Build and maintain long-term relationships with clients, understanding their financial goals, risk appetite, and investment preferences.
• Analyze current and past financial data and provide strategies tincrease revenue.
• Research the market tidentify new business opportunities, formulate market analysis and deliver accurate business reports.
• Create positive, long-lasting relationships with current and potential clients.
• Develop business development, marketing plans and growth strategy in collaboration with Management tachieve set revenue goals.
• Build referral and lead generation network, arrange business meetings with prospective clients tincrease income generation.
• Developing business proposals and presentations tdraw in more revenue from clients. Upselling and cross-selling the Company’s products tclients.
• Provide trustworthy feedback and after-sales support, keep records of sales, and revenue.

Required Qualifications & Skills:

Education:

• Bachelor's /Master’s Degree in social sciences, business management or any other related field.

Required Qualifications & Skills:

• Minimum 7 years of Business Development/ Sales experience with a focus on financial sector.
• Proven experience in Asset Management products sales or business development is highly preferred.
• Strong client relationship management skills
• Excellent negotiation skills
• Have a desire tmake a significant contribution ta rapidly growing organization
• Market research, strategy and business reporting
• Proven ability twork independently
• A pro-active self-starter whcan operate both individually and as part of a team
• Superior presentation and excellent oral and written communication skills