An established investment firm specializing in wealth management products based in Nicosia, are working alongside GRS to recruit a Business Development Manager. The successful candidate will have a minimum of 5 years’ experience in Private Banking, or Wealth Management in a Sales or Client Acquisition capacity. If you have the necessary skills and experience, we look forward to receiving your CV for this Nicosia based role.
MAIN DUTIES AND RESPONSIBILITIES
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Meet with investors to determine investment goals or to discuss investment strategies
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Make a tangible contribution to developing, improving, generalizing documentation and processes in marketing, sales, fund documentation and terms
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Make a tangible contribution to identifying opportunities for campaigns, services and distribution channels that will lead to an increase in sales
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Provide progress and activity reports to management as per firm’s reporting policy
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Using knowledge of the market and competitors, identify and develop the company’s unique selling propositions and differentiators
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Manage entire sales process from lead generation to closing investment transactions
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Arrange and implement networking, marketing and sales activities in sufficient volume to produce targets for capital raising
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Proactively seeking new business opportunities by means of networking and referrals
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Establishing and maintaining relationships with Investors
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Working closely with Director for the development and management of existing and new client and associate relationships
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Presentations to investors, intermediaries on a daily basis and advising them of the service and funds that are available
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Track and record activity on accounts
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Understand the company’s goal and purpose so that will continual to enhance the company’s performance
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Meet personal KPIs and Sales plan
CANDIDATE PROFILE
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UK University Degree in related field (Finance, Economics) or Professional Qualification (ACCA, ACA, CFA)
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5+ years of work experience in Private Banking Units or Financial Services Companies or Wealth Management Companies in the position of Business Development / Client Acquisition
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Existing HNW relationships
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Fluent in both English and Greek is a must
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Able to analyse financial data to make informed decisions
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Experience in client relationship management
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Excellent presentation and pitching skills
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Excellent oral and written communication skills are a must
COMPANY BENEFITS
Due to the high volume of applications we receive at GRS Recruitment, only shortlisted candidates will be responded to.
To apply for this position, please email your CV to Elysseos Odesseos, Elysseos@grsrecruitment.com quoting the above job reference or call +357 25 342 720 for further information.