Business Development Officer
Core
Cultivate new client relationships and support growth initiatives for high-net-worth and ultra-high-net-worth segments in wealth management.
Role type
Business Development Officer (Wealth Management)
Builds
New client relationships and revenue growth
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client engagement, relationship management, pipeline management, financial planning knowledge, regulatory compliance, negotiation, sales targets achievement
Preferred skills
MBA, CFP, CFA, workplace solutions experience
Technologies
CRM systems, activity-based metrics tools
Responsibilities
Engage and convert prospective clients from internal and external sources, manage on-going client relationships, collaborate on client onboarding, track and report business development metrics
Seniority
Mid-Senior, hands-on IC