Role responsibilities
The Business Development Officer is responsible for cultivating new client relationships and supporting growth initiatives in high-net-worth segments. This includes managing ongoing client relationships and collaborating with internal stakeholders for a smooth onboarding experience.
Requirements
Candidates should have a bachelor's degree in Business, Finance, or a related field, with 5+ years of experience in business development within financial services. A proven track record of meeting growth targets and strong understanding of investment products is essential.
Key skills
Business Development, Sales, Relationship Management, Financial Planning, Investment Products, Communication, Negotiation, Interpersonal Skills, Self-Motivated, Collaboration, Client Engagement, Pipeline Management, Metrics Tracking, Executive Compensation, Risk Management, Estate Planning
Keywords
Business Development, Sales, Relationship Management, Financial Services, Wealth Management, High-Net-Worth, Ultra-High-Net-Worth, Executive Compensation, Benefits, Financial Planning, Tax Planning, Estate Planning, Risk Management, Client Engagement, Metrics Tracking, Pipeline Management, Negotiation, Communication, Collaboration, Self-Motivated, Onboarding, Lead Sources, Prospective Clients, Revenue Growth, Investment Products, Regulatory Environment, Workplace Solutions, CFP, CFA, FINRA Series 7