job description - Business Development Executive
- 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 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.
Remuneration
- Very attractive salary with benefits.
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