Business Development
Core
Business Development Manager supporting Premier Relationship Managers in delivering complex wealth management solutions to high-net-worth clients.
Role type
Business Development Manager (Wealth Management)
Builds
Wealth management solutions and client advisory services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
[Product specialist knowledge, Financial advisory, Client relationship management, Technical product analysis, Portfolio review, Regulatory compliance]
Preferred skills
[Product training delivery, Client event leadership]
Technologies
[None stated]
Responsibilities
[Support RMs in client meetings and sales closure, Conduct portfolio reviews with RMs, Identify and analyze market/regulatory product risks, Provide technical product knowledge and training to clients]
Seniority
Junior to Mid-level, hands-on IC
