Directeur/directrice du développement des affaires
Core
Driving sales and asset retention for CI Global Asset Management's investment products by partnering with district vice-presidents and leading financial advisors.
Role type
Business Development Director (Sales & Retention)
Builds
Sales campaigns, client partnerships, and market share growth for CI Global Asset Management
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
proactive sales calling, account management, financial product knowledge, sales campaign development, market research, reporting, time management
Preferred skills
creative problem solving, relationship management
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Execute proactive sales calls to existing and potential clients, generate recommendations for district vice-presidents, manage accounts and provide customer service, develop sales campaigns and materials, conduct market research on clients and competitors, prepare territorial sales and asset reports
Seniority
Mid-level, hands-on sales leadership
