A leading global investment firm is seeking a Business Development Professional in Seattle, Washington, to support Private Wealth Advisors and drive new business generation. The role requires a Bachelor's degree and at least 3 years of financial services experience. Responsibilities include client relationship management, portfolio analysis, and strategic outreach. The position offers a base salary ranging from $75,000 to $160,000, plus a competitive benefits package including health, dental, and retirement plans.
Qualifications
3+ years of related financial services experience required.
Strong interest in pursuing a career as a Private Wealth Advisor.
Must possess excellent verbal and written communication skills.
Responsibilities
Support existing client relationships and drive new business.
Conduct analyses for client portfolios regarding asset allocation.
Monitor macro trends affecting client portfolios.
Skills
Financial services experience
Strong communication skills
Creative problem solving
Project management
Interpersonal skills
Ability to multi-task
Interest in financial markets
Education
Bachelor's degree
Tools
Salesforce
Job description
A leading global investment firm is seeking a Business Development Professional in Seattle, Washington, to support Private Wealth Advisors and drive new business generation. The role requires a Bachelor's degree and at least 3 years of financial services experience. Responsibilities include client relationship management, portfolio analysis, and strategic outreach. The position offers a base salary ranging from $75,000 to $160,000, plus a competitive benefits package including health, dental, and retirement plans.