About the job
As a Business Development Associate, you will play a vital role in driving the growth of Assets Under Management (AUM) through the sale of our products and services to a diverse client base that includes retail, corporate, high net-worth, and affluent clients. Your responsibilities will encompass building and nurturing client relationships, managing portfolios, offering quality advisory services, proposing innovative solutions, and providing regular market reports to management
Drive AUM Growth: Work towards increasing Assets Under Management by identifying opportunities and leveraging our product and service offerings.
Client Relationship Development: Initiate and cultivate client relationships within identified target markets, ensuring that the company's services align with client needs and expectations.
Portfolio Management: Manage clients' portfolios effectively, ensuring their financial goals are met, and their investments are optimized.
Enhance Customer Experience: Improve the customer experience by providing quality advisory services, valuable product/solution recommendations, and maintaining strong client relationships.
Market Insight: Monitor developments in the financial markets and proactively propose innovative solutions to address evolving client needs and expectations.
Reporting: Provide regular market reports to the management team to keep them informed about market trends, challenges, and opportunities.
Requirements
Experience: A minimum of 5 years of experience in financial services sales, wealth management, financial advisory, or a related field.
Education: A bachelor's degree or its equivalent in numerate or semi-numerate disciplines.
Relationship Management: Strong relationship management skills with a proven track record of building and maintaining clients relationships.
Industry Knowledge: Extensive knowledge of finance, economics, and current developments in the financial industry.
Company Understanding: Good understanding of the company's business, values, and mission.
Communication Skills: Excellent oral and written communication skills to interact with clients effectively and colleagues.
Negotiation Skills: Strong negotiation skills, with the ability to influence effectively and manage C-suite executives, leaders, high-net-worth individuals, and other key stakeholders.