Business Development Associate
hace 4 semanas
At deVere Group, we are seeking a skilled Business Development Associate to support our Private Wealth Advisors in delivering exceptional client service and driving business growth.
The ideal candidate will have a strong interest in pursuing a career as a Private Wealth Advisor and possess excellent communication and interpersonal skills.
Responsibilities will include:
- Providing analytical and investment support to Private Wealth Advisors
- Developing and preparing marketing presentations for prospective clients
- Researching internal and external investment vehicles for client asset allocation
- Providing client service and team support
- Sourcing new prospective clients through cold outreach
- Participating in team meetings and follow-up activities
Requirements include:
- Related financial services experience of 1 year minimum
- Strong interest in the financial markets
- Ability to multi-task and work with a variety of departments
- Entrepreneurial spirit and desire to work in a team-oriented environment
- Excellent verbal and written communication skills
We offer ongoing training and development to prepare our Business Development Associates for a successful transition into our Private Wealth Advisor role.
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