Business Development Associate
2 mesi fa
About deVere Group
deVere Group is a leading wealth technology and advice organization, providing cutting-edge solutions in 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.
- Research and analyze internal and external investment vehicles to optimize client asset allocation.
- Develop and prepare marketing presentations to showcase our services and expertise to prospective clients.
- Provide exceptional client service and support to our team, ensuring seamless communication and collaboration.
- Identify and pursue new business opportunities through cold outreach and networking.
- Participate in client meetings and follow up on leads to drive business growth.
- Manage new business team meetings and action items to ensure timely and effective execution.
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 and think critically under pressure.
- Strong analytical and problem-solving skills, with a creative approach to finding solutions.
- Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
- Strong interpersonal skills, with the ability to work effectively in a team-oriented environment.
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