Job Description

About Us:

The Trinity Finvest is a premier wealth management company dedicated to providing personalized financial solutions and exceptional service to our clients. Our team of experts collaborates to deliver innovative strategies that help our clients achieve their financial goals.

Job Overview:

We are seeking a highly motivated and experienced Business Development Manager to join our dynamic team. The ideal candidate will have a strong background in wealth management and a proven track record of developing new business opportunities. This role is critical in driving the company's growth by identifying, developing, and securing new client relationships.

YOUNG & DYNAMIC WEALTH MANAGEMENT PROFESSIONALS ARE PREFERED

Key Responsibilities:

Identify and Develop New Business Opportunities: Generate leads, identify potential clients, and develop strategic plans to expand the company's client base.

Client Relationship Management: Build and maintain strong relationships with existing and prospective clients, understanding their financial needs and offering tailored wealth management solutions.

Market Research and Analysis: Conduct market research to identify trends, competition, and opportunities in the wealth management sector. Use this information to develop and implement effective business development strategies.

Sales and Revenue Growth: Achieve and exceed sales targets through effective sales strategies and client engagement. Develop proposals and presentations to secure new business.

Collaboration: Work closely with internal teams, including financial advisors, marketing, and compliance, to ensure a seamless client experience and the successful implementation of business development initiatives.

Networking: Attend industry events, conferences, and networking opportunities to promote the company's services and expand professional networks.

Reporting and Analysis: Track and report on business development activities, performance metrics, and outcomes. Use data to refine strategies and improve results.

Qualifications:

Education: Master's degree in Business, Finance, Marketing, or a related field. Advanced degree or certifications (e.g., CFP, CFA) are a plus.

Experience: Minimum of 7 years of experience in business development, sales, or a similar role within the wealth management or financial services industry.

Skills:

Strong understanding of wealth management products and services.

Excellent communication, negotiation, and interpersonal skills.

Proven ability to build and maintain client relationships.

Strategic thinking and problem-solving abilities.

Proficiency in CRM software and MS Office Suite.

-Experienced professionals from Wealth Management, banking or Financial institutions prefered.

Why Join Us?

Innovative Environment: Work with a team of experienced professionals dedicated to providing cutting-edge financial solutions.

Career Growth: Opportunities for professional development and career advancement.

Competitive Compensation: Attractive salary and performance-based incentives.

Comprehensive Benefits: Health insurance, retirement plans, and other employee benefits.

How to Apply:

Interested candidates are invited to submit their resume and cover letter detailing their relevant experience and why they are a perfect fit for this role to hr.trinityfinvest@gmail.com or WhatsApp your resume to 8714633318 by 31st December 2024.

Job Type: Full-time

Pay: ?600,000.00 - ?1,000,000.00 per year

Schedule:

Day shift Fixed shift
Supplemental Pay:

Performance bonus Quarterly bonus Yearly bonus
Work Location: In person