Business Development Associate

Social network you want to login/join with: deVere Group of companies is the world’s premier wealth tech and advice organisation. Through its well-regulated subsidiaries, deVere Group accesses cutting-edge technology to offer the best products and opportunities in the International Financial Services sector. Are you a self-starter who can think outside the box? We are seeking Business Development Professionals who thrive in a fast-paced environment where attention to detail, excellent communication skills, and an entrepreneurial spirit are essential. Our Business Development Associate position will provide analytical, investment, and client service support for existing clients while developing skills to grow new business. The ongoing training and development are designed to prepare our BDAs 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 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 of a minimum of 1 year. Interest in pursuing a career as a Private 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 various departments. Entrepreneurial spirit coupled with a desire to work in a team-oriented environment. Excellent verbal and written communication skills. Strong interpersonal skills and the ability to build and foster a strong network of relationships. J-18808-Ljbffr

Location: provincia-di-milano, IT

Posted Date: 1/27/2025