Business Development Manager (m/w/d)
Core
Identifying new target groups and business potential, building long-term relationships with network partners, and supporting the onboarding of high-net-worth clients into wealth management solutions.
Role type
Business Development Manager (Wealth Management)
Builds
Wealth management solutions and client relationships for a private asset management firm
Domain
Finance / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Business development, relationship management, client needs analysis, market observation, CRM management, financial acumen
Preferred skills
Master's degree in economics/finance, experience in wealth management or private banking, proficiency with Office 365 and AI tools
Technologies
Office 365, CRM systems, AI tools
Responsibilities
Identify new target groups and business opportunities, build and maintain relationships with network partners, support existing client onboarding, analyze market segments, participate in CRM projects and sales events
Seniority
Mid-level, hands-on IC