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Associate Business Development Professional (Wealth Management)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Associate Business Development Professional (Wealth Management): Providing analytical, investment, and client service support for ultra high net worth individuals with an accent on new business generation and portfolio analysis. Focus on sourcing prospective clients through cold outreach and implementing customized wealth management strategies.
Location: London, United Kingdom
Company
is a leading global investment banking, securities, and investment management firm headquartered in New York.
What you will do
- Support and implement comprehensive wealth management strategies for PWM clients.
- Source new prospective clients via cold outreach and create tailored marketing presentations.
- Analyze investment portfolios for risk and return characteristics and execute trades.
- Research internal and external investment vehicles to optimize client asset allocation.
- Serve as the team's CRM system expert and manage new business team meetings.
- Liaise with internal product groups in Investment Management to respond to client needs.
Requirements
- Bachelor's degree.
- At least 5 years of financial markets experience within PWM, investing, or sales trading.
- Fluency in French and English.
- Strong interpersonal skills and ability to foster a professional network of relationships.
- Ability to work in a fast-paced environment and think clearly under pressure.
- Entrepreneurial spirit combined with a team-oriented mindset.
Culture & Benefits
- Access to extensive training and professional development opportunities.
- Inclusive workplace focused on diversity and equal opportunity.
- Comprehensive firmwide networks for personal and professional growth.
- Wellness, personal finance offerings, and mindfulness programs.
- Structured apprenticeship model to transition into a Private Wealth Advisor role.
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