Financial Services Professional

1 settimana fa


Milano, Lombardia, Italia deVere Group A tempo pieno

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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