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Business Development Associate

2 mesi 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 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.