Relationship Manager / Business Development Executive
Core
Business Development Executive / Relationship Manager responsible for acquiring new clients and managing long-term relationships within a boutique wealth management firm.
Role type
Business Development Executive / Relationship Manager
Builds
Client pipeline and trusted client relationships for systematic and data-driven investment strategies
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
client acquisition, prospecting, lead generation, needs analysis, investment product explanation, client relationship management, record keeping, multi-client management
Preferred skills
confidence in approaching prospective clients, problem-solving, organization, willingness to learn investment strategies
Responsibilities
Develop and execute business development plans, conduct outreach and prospecting, understand client needs and introduce investment products, manage client relationships from onboarding to support, maintain organized records of leads and meetings, provide personalized service across multiple clients
Seniority
Individual Contributor