Business Development Officer
Core
Cultivating new client relationships and supporting growth initiatives for high-net-worth and ultra-high-net-worth segments in wealth management.
Role type
Business Development Officer
Builds
New client relationships and revenue growth for HNW/UHNW clients
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Engaging and converting prospective clients, managing ongoing client relationships, pipeline management with activity-based metrics, reporting business development metrics, understanding executive compensation and benefits, financial planning, tax and estate planning, risk management, investment products knowledge, regulatory environment knowledge
Preferred skills
MBA, CFP, CFA
Technologies
None stated
Responsibilities
Engage and convert high quality prospective clients from internal and external lead sources, Manage on-going client relationships and expand them, Collaborate with internal stakeholders for new client onboarding, Track and report key business development metrics including pipeline progress and revenue growth
Seniority
Mid-level, hands-on IC