Job Description
Job Description
Business Development Office r
General Job Description
This position is responsible for driving revenue growth through the acquisition and expansion of wealth management relationships.
The Business Development Officer is to have a strong understanding of the company’s services to stay competitive with clients.
The Business Development professional will work to identify new business opportunities, clients, products, services and lines of business with the end goal of helping the company expand and grow.
Essential Duties
- Manage, establish and build relationships with prospective clients and centers of influence
- Promote the company’s products / services to current and prospective clients
- Prospecting and customer engagement activities include developing and maintaining an active prospect list, customer outreach plan and quality referral sources
- Develop proposals for prospective clients
- Participate in the development and implementation of new business strategies
- Work with local team to develop and maintain client relationships
- Develop marketing strategies and sales strategies, build relationships with potential clients and negotiate client pricing with the overall aim to increase client satisfaction
- Identify client needs and suggest appropriate services
- Build and protect the brand and corporate image of Argent
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required.
- Bachelor’s degree preferred
- Two to five years of experience in a financial services, investment, tax or trust and estate legal role preferred
- Two to five years of experience in business development preferred or equivalent combination of education and experience
- Proven working experience as a business development manager, wealth advisor or a relevant financial services role
- Market Knowledge
- Ability to build good relationships and rapport ensuring high levels of service and satisfaction.
- Excellent verbal and written communication skills
- Strong organization and prioritization skills
- Ability to manage multiple tasks
- Ability to work well as part of a team
- Proficiency in Microsoft Office
- Experience with CRM software
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