Job Description & Requirements

Key Responsibilities

• Identify, develop, and secure new business opportunities through networking, referrals, partnerships, and market outreach.
• Build and maintain strong relationships with prospective and existing clients.
• Understand clients’ financial objectives and introduce suitable financial planning and wealth management solutions.
• Conduct market research to identify emerging trends and potential growth opportunities.
• Develop and execute business development strategies to achieve revenue and growth targets.
• Collaborate with financial consultants and advisory teams to deliver tailored solutions to clients.
• Organize and participate in networking events, seminars, and business development activities.
• Prepare and deliver presentations, proposals, and business pitches to prospective clients and partners.
• Maintain accurate records of business development activities and client interactions within the CRM system.
• Stay updated on industry developments, regulatory changes, and market trends.

Requirements

• Diploma or Degree in Business, Finance, Banking, Marketing, or a related discipline.
• Minimum 3 years of experience in business development, sales, relationship management, or client acquisition.
• Strong understanding of financial services, wealth management, insurance, investment products, or financial advisory services is advantageous.
• Proven track record of achieving sales or business development targets.
• Excellent communication, presentation, and negotiation skills.
• Strong networking and relationship-building abilities.
• Self-motivated, results-oriented, and able to work independently.

Preferred Experience

• Experience within financial advisory, banking, wealth management, insurance, fintech, or related financial services sectors.
• Existing network of corporate clients, professionals, or high-net-worth individuals.
• Familiarity with financial planning and wealth management concepts