Business Development Associate

deVere Group; Zürich; Vor Ort; CHF 70’000 - 90’000; Vollzeit

Zusammenfassung

A premier wealth management company in Zürich is seeking a Business Development Associate to support wealth management strategies and develop client presentations. The role involves sourcing new clients, providing client service, and supporting Private Wealth Advisors in their efforts. Ideal candidates will have a minimum of 1 year in financial services, strong communication skills, and an entrepreneurial mindset. This opportunity includes ongoing training aimed at transitioning into a Private Wealth Advisor role.

Qualifikationen

• Related financial services experience of 1 year minimum.
• Interest in pursuing a career as a Private Wealth Advisor.
• Ability to work in a fast-paced environment.
• Ability to think clearly under pressure.

Aufgaben

• Support and implement wealth management strategies for clients.
• Develop marketing presentations for prospective clients.
• Research investment vehicles for client asset allocation.
• Manage new business team meetings.
• Source new prospective clients through cold outreach.

Kenntnisse

Strong interest in the financial markets

Excellent verbal and written communication skills

Strong interpersonal skills

Ability to multi-task

Creative approach to problem solving

Entrepreneurial spirit

Jobbeschreibung

deVere Group of companies are the world’s premier wealth tech and advice organisation. deVere group via its well-regulated subsidiaries is able to access cutting edge technology to offer the best products and opportunities in the International Financial Services sector.

Are you a self-starter and can think outside the box? We are seeking Business Development Professionals who have the ability to thrive in a fast-paced environment where attention to detail, excellent communication skills, an entrepreneurial spirit, are essential.

Our Business Development Associate position will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in growing new business.

The ongoing training and development is designed to prepare our BDA’s for a successful transition into our Private Wealth Advisor role.

To fulfil your potential :

• Work closely with Private Wealth Advisors to support and implement wealth management strategies for existing and new clients.
• Develop and prepare marketing presentations for prospective clients.
• Research internal and external investment vehicles for client asset allocation
• Provide client service and team support.
• Source new prospective clients through cold outreach
• Participate in some of the team’s prospective client meetings and follow up, as appropriate.
• Manage new business team meetings and associated action items.

Skills and experience required :

• Related financial services experience of1 year minimum.
• Interest in pursuing a career as aPrivate Wealth Advisor
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in the financial markets.
• Ability to multi-task and work with a variety of departments.
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment.
• Excellent verbal and written communication skills
• Strong interpersonal skills and ability to build and foster a strong network of relationships.
• Creative approach to problem solving.