Executive Assistant – Investment & Business Development

Black Pearl; Abu Dhabi; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading investment and wealth management firm is seeking an Executive Assistant to support their Business Development team. The ideal candidate will be highly professional, managing a range of responsibilities from client engagement to coordinating meetings and organizing events. You will play a vital role in enhancing efficiency and workflow, ensuring excellent support to achieve business development goals. The assistant will report directly to the Business Development Manager and work closely with a team of professionals in Abu Dhabi.

Qualifications

• Experience supporting sales or business development teams in a professional environment.
• Proficiency in market research and lead generation activities.
• Strong organizational skills with a proactive approach.

Responsibilities

• Provide end-to-end support to the Business Development team.
• Prepare and coordinate investment proposals and client presentations.
• Manage calendars and travel arrangements for the team.

Skills

Client engagement

Market prospecting

CRM maintenance

Event coordination

Job description

Job Classification

Administration / Sales Support / Investment Business Development Support

Role Overview

Our client is seeking a highly professional Executive Assistant to support their Business Development team within the investment and wealth management sector. The role goes beyond traditional administrative duties, requiring a hands‑on all‑rounder who can support sales, business development, and client engagement activities targeting top‑tier corporate and institutional clients. The Executive Assistant will directly report to the Business Development Manager and support a team of 10–15 professionals.

Key Responsibilities

• Provide end‑to‑end support to the Business Development team in investment and wealth management initiatives.
• Assist with market prospecting, lead generation, and pipeline management, targeting top‑tier corporates, family offices, and institutional clients.
• Prepare and coordinate investment proposals, client presentations, and pitch materials.
• Maintain CRM systems, track client interactions, and ensure timely follow‑up on business opportunities.
• Conduct market research to support business development strategies and identify new opportunities.
• Manage calendars, travel arrangements, and scheduling for the Business Development Manager and team.
• Coordinate internal and external meetings, prepare agendas, take minutes, and follow up on action items.
• Handle logistics for client meetings, events, and workshops.
• Maintain documentation and administrative processes in line with compliance and regulatory standards.
• Act as a liaison between Business Development, Investment, Operations, Compliance, Legal, Finance, and Marketing teams.
• Ensure smooth information flow and coordination across departments to support client onboarding and deal execution.
• Assist in organizing client events, roadshows, and business meetings as required.
• Demonstrate a flexible, proactive, and hands‑on mindset, supporting the team beyond traditional EA responsibilities.
• Identify gaps in processes and contribute to improvements in efficiency and workflow.