Job Summary

An advisory and independent alternative wealth management firm seeks to recruit ambitious and goal-driven Business Development Officers

The Business Development Officers will be responsible for the business development and fund management/portfolio marketing activities of the company. 

The Business Development Officers’ roles will amongst other responsibilities, be to mobilise deposits/funds into the Company’s core investment products in order to achieve an annual revenue target as set by the Management.

Job Responsibilities 

• Provide support to the Head of Business Development in marketing planning on target clients 
• Proactively identify and develop new business and clients through existing networks, targeted calling and campaigns
• Attending meetings with prospects
• Prepare proposals, RFP presentations and other written materials to support sales pitch
• Gathering market and customer information and maintaining CRM database for reporting purposes
• Maintaining awareness and keeping abreast of your market and new technologies for product development and management
• Reviewing business progress and identifying opportunities for further sales and new areas of development
• Other duties as assigned

·      Numbers of client accounts opened

·      Retention rate of customers

·      Liability generation

·      Number of transactions under partnership for growth

·      Frequency of repeat customers/business from current customers

·      Performance of portfolio under management

·      Accuracy of sales report

·      Value of Mutual Fund sales

·      Volume of products sold

Skills and Requirement 

• Prior exposure in sales team membership; crafting marketing strategies and championing the execution process
• Excellent business acumen & business development skills, rounded business experience, and good negotiation and people skills;  
• Proven marketing track record; 

• Excellent reasoning, problem-solving and communication skills in order to provide robust and efficient solutions to client needs, as is the ability to work closely with colleagues from other technical and management disciplines; 

• Ability to deliver a tailored-sales process to achieve targets /KPI’s by generating leads, asking probing questions, using most appropriate features & benefits based on clients needs and matching with a tailored solution.