Business Development Executive at Maurice Xandra Solutions

SUMMARY:

• The ideal candidate will work with the Head of Business Development to grow and drive the wealth management business of the Company.
• Candidate should possess experience in business development and relationship management skills targeting high net worth and institutional clients.

RESPONSIBILITIES:

• Focus on selling Company’s wealth management services to high-networth individuals and institutional clients by identifying potential clients, building client relationships, and providing high-quality service.
• Engage prospective clients with a view to identifying and understanding their needs and objectives and working with the investment team to provide recommendations suited to each client.
• Provide high-quality client engagement through scheduled client meetings and regular client interactions.
• Act as liaison between the firm and clients; representing firm to clients and clients to firm.
• Participate in internal investment review of clients’ investment portfolios.
• Work with the Investment Operations team, to ensure timely delivery of periodic portfolio reports and statements to clients.
• Regularly provide feedback to the Investment team from interactions with potential & existing clients.
• Achieve asset and revenue targets.

QUALIFICATIONS AND EXPERIENCE: 

• 5 years’ experience in relationship management and sales experience within wealth management, private banking, trust, family office or financial planning industry.
• Demonstrated ability to understand clients’ financial situations.
• Good knowledge of financial markets
• Strong relationship management skills.
• Excellent communication (verbal & written) and interpersonal skills. Track record that demonstrates exceptional ability to grow revenue, assets, and client base.
• High achiever with an entrepreneurial spirit.
• Able to operate successfully in a team environment.
• Proficient in the use of Excel, Word and PowerPoint.