Business Development Director
Core
Acquiring high-net-worth wholesale clients for a global investment management firm by presenting tailored wealth management solutions.
Role type
Business Development Director (Wholesale Sales)
Builds
Long-term client relationships and revenue growth for a global investment firm
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial services sales experience, high-net-worth client acquisition, phone-based outreach, face-to-face client engagement, regulatory compliance (ASIC/APRA)
Preferred skills
Territory management, converting qualified leads, operating in high-performance environments
Technologies
N/A
Responsibilities
Engage with qualified leads generated by marketing, build relationships with high-net-worth investors, present investment strategies, convert prospects into long-term clients, maintain high activity across phone and in-person meetings
Seniority
Senior, hands-on IC
