Financial Services Professional
1 settimana fa
About deVere Group
deVere Group is a leading wealth technology and advice organization, providing cutting-edge solutions to the international financial services sector.
Job Summary
We are seeking a highly motivated and analytical Business Development Associate to support our Private Wealth Advisors in delivering exceptional client service and driving business growth.
Key Responsibilities
- Work closely with Private Wealth Advisors to develop and implement wealth management strategies for existing and new clients.
- Conduct market research to identify new business opportunities and develop marketing presentations for prospective clients.
- Provide analytical support for client asset allocation and investment research.
- Offer exceptional client service and team support, ensuring seamless communication and collaboration.
- Source new business opportunities through cold outreach and participate in client meetings as needed.
- Manage new business team meetings and action items, ensuring timely follow-up and resolution.
Requirements
- Minimum 1 year of experience in the financial services industry.
- Strong interest in pursuing a career as a Private Wealth Advisor.
- Ability to work in a fast-paced environment, think critically, and prioritize tasks effectively.
- Excellent verbal and written communication skills, with a strong focus on building relationships and networking.
- Entrepreneurial spirit, with a willingness to learn and adapt in a dynamic environment.
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