Role
This is a full-time on-site role for a Business Development Associate located in Kabulonga. The Business Development Associate will be responsible for working directly for the Managing Director finding new prospective clients and maintaining excellent client service and professionalism. The role includes daily tasks such as two focused calling sessions of one hour per day to arrange meetings with prospective clients; attending networking events and taking a proactive outreach by phone and in person to affluent individuals to convey Caravel's's value proposition.
You will be strongly mentored by the MD who has thirty years' experience in offshore wealth management. You will need to impress him at interview and thereafter.
Remuneration
A basic allowance will be paid monthly, and phone minutes provided. The bulk of earnings though will be a share of the MD's commission from sales made and completed.
Ideal Candidate Profile
- A very solid track record of business development and client acquisition using own initiative.
- Very articulate English with strong communication skills including written, and interpersonal as well as verbal.
- Lead Generation expertise and networking skills in affluent and HNWI settings.
- Excellent Customer Service skills to build and maintain client relationships.
- Proven ability to work independently and manage multiple tasks.
- Prior experience in asset management, finance, citizenship solutions and luxury real estate sales is an advantage.
- Bachelor's or Master's degree in any field.
- You must possess a functional laptop.
KPIs
Sales are the only thing that matters. These will be measured by:
- Net New Money (NNM) Growth: Value of investments brought into the firm.
- Number of New Clients Acquired: Number of new onboarded clients.
- Revenue Generation: Fees and commissions generated from products.
Career Development
This is a foundational position in financial services sales which will last for a minimum of one year. Thereafter, with the agreement of the company you have the right to move on to Licenced Investment Advisor status if desired.
