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Business Development Executive: Financial Services

5 hours ago12 views
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General Details
Location:
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
Description

Job Description:
  • Build and maintain strong relationships with IFAs, wealth managers, and intermediaries
  • Drive new business acquisition and asset growth within the retail investments market
  • Promote and position investment solutions to advisors and their clients
  • Conduct advisor meetings, presentations, training sessions, and business reviews
  • Identify opportunities to expand advisor engagement and increase market share
  • Develop and execute regional business development strategies
  • Deliver exceptional client service while maintaining strong stakeholder relationships
Skills & Experience:
  • Completed BCom degree or equivalent tertiary qualification
  • Minimum 3 years' Business Development Executive, Business Development Manager, or Intermediary Consultant experience within the investments or financial services industry
  • RE5 qualification (essential)
  • Proven track record of business development and advisor relationship management
  • Strong presentation, networking, and communication skills
  • Ability to work independently and manage a regional portfolio

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Executive Placements
Selling for 1 year
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