The posting
Key Responsibilities:
- Drive Client Acquisition: Proactively source and acquire new investors and brokerage clients on a weekly basis, with a strong focus on lead generation (approx. 90% of activities).
- Client Relationship Management: Provide consulting support to existing clients to help expand their portfolios and business potential.
- Account Development: Maintain strong, long-term relationships with current clients to ensure satisfaction and loyalty.
- Team Expansion: Actively contribute to the growth of the business development team through recruiting and onboarding new BDs.
- Sales Execution & Strategy Alignment: Meet and exceed sales targets in line with company strategies and revenue objectives.
- Process Improvement: Continuously assess and optimize workflow efficiency and client engagement processes.
- Client Issue Resolution: Take ownership in resolving client complaints and dissatisfaction to ensure service excellence.
- Strategic Collaboration: Work closely with the executive team to support policy development and strategic sales initiatives.
Qualifications:
- Proven experience in business development, client servicing, or relationship management.
- Strong interpersonal and communication skills with a consultative approach.
- Self-driven, target-oriented, and a team player.
- Passion for finance, investment, and client success.



