Executive Assistant – Investment & Business Development

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

Job summary

A leading recruitment agency in Abu Dhabi is seeking an experienced Executive Assistant to support their Business Development team in the investment and wealth management sector. The role requires managing client engagement activities and sales support, focusing on top-tier corporate clients. Responsibilities include market prospecting, preparation of investment proposals, and managing schedules. The ideal candidate has proven experience in a similar role and strong organizational and communication skills. This position offers a dynamic work environment and opportunities for professional growth.

Qualifications

• Experience in investment, wealth management or financial services.
• Ability to multitask in a fast-paced environment.
• Skills in managing senior stakeholder communication.

Responsibilities

• Support the Business Development team with sales activities.
• Manage client interaction and proposal preparation.
• Conduct market research to identify new opportunities.

Skills

Proven experience as an Executive Assistant

Strong exposure to B2B sales

Excellent organizational skills

Strong communication skills

Knowledge of investment products

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 1015 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.

Requirements

• Proven experience as an Executive Assistant, Sales Coordinator or Business Development Support role within investment, wealth management, asset management or financial services.
• Strong exposure to B2B sales and institutional client engagement targeting high-value clients.
• Excellent organizational skills, multitasking capability and attention to detail in a fast-paced environment.
• Strong communication and coordination skills; able to work effectively with senior stakeholders.
• Proactive, adaptable and comfortable managing a variety of tasks in a lean team environment.
• Knowledge of investment products and wealth management solutions is highly desirable.

Disclaimer: Black Pearl will never ask for money or any form of charge from our candidates just to process or consider their application for any of our available vacancies. If you happen to receive such a request from any members of our staff or other individuals claiming to be part of Black Pearl please do call our office or drop us a message on our website.