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Business Development Manager - Family Office

  • Location:

    Galway

  • Contact email:

    mslevin@sigmar.ie

  • Sector:

    Sales

  • Contact phone:

    091 455300

  • Job type:

    Full Time

  • Job ref:

    MSBDM2602

  • Salary:

    Negotiable

  • Published:

    28 days ago

  • Contact email:

    mslevin@sigmar.ie

  • Consultant:

    Majella Slevin

Job description

Looking for a Business Development manager for a leading private wealth management advisory firm who are planning to open an office in Galway.

They are looking for an ambitious professional who has experience in investment management services and financial planning advice to high net worth clients, and institutions.

The successful candidate will contribute to the growth of the company i.e. developing new client relationships and generating new business opportunities for the firm.

Duties includes:

  • Generating new business opportunities through client meetings and referrals.
  • Identifying, planning and developing new wealth management relationships.
  • Being effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
  • Having excellent market exposure and multi-disciplined wealth management expertise and excellent business development/cold calling skills
  • Advising high net worth clients, helping them articulate the purpose of their wealth
  • Introducing new criteria clients, advising private clients on propositions, introducing clients to other areas of the business to increase their needs met, and collaborating with the company and retaining existing clients
  • Building meaningful, long term wealth management relationships with a portfolio of complex or high value clients, and with key stakeholders

Skills/experience required:

  • Previous experience of dealing with high net worth clients, and providing complex financial advice
  • A strong record of delivery in a regulated environment
  • Strong interpersonal skills
  • Excellent time management skills, and the ability to work to deadlines while maintaining high standards

If you are interested in this Business Development Manager role, please send your resume to mslevin@sigmar.ie or call me on 091 455 300.

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