Business Development Manager

Do you thrive in a fast-paced environment where building lasting client relationships and exceeding expectations are paramount?

WAI Advisory, a leading financial services firm, seeks a Business Development Manager to join our dynamic sales team. In this role, you'll play a pivotal role in identifying and securing high-value clients, fostering long-term relationships, and driving revenue growth through comprehensive wealth management solutions.

Key Responsibilities:

Client Acquisition:

• Identify and target potential high-value clients within your market segment.
• Develop and execute effective client acquisition strategies to increase the firm’s client base
• Conduct face-to-face meetings with potential clients to understand their financial needs and present suitable wealth solutions.

Relationship Management:

• Build and maintain strong relationships with clients, acting as their primary point of contact for all their wealth management needs.
• Proactively anticipate and address clients' financial needs, providing timely and personalized solutions.
• Resolve client inquiries and complaints in a timely and satisfactory manner.

Drive Sales:

• Cross-sell and upsell a wide range of financial products and services,
• Stay up to date on the company’s product offerings and market trends to effectively promote and sell them.

Wealth Management:

• Develop and implement comprehensive wealth management plans for high-net-worth clients.
• Provide financial planning advice to clients, helping them achieve their financial goals.
• Analyze clients' financial situations and recommend tailored investment and wealth strategies.

We're looking for a results-oriented professional who:

• Possesses a Bachelor's degree in Business, Finance, or a related field.
• Demonstrates a proven track record of success in sales, business development, or team management within the financial services industry.
• Boasts a deep understanding of financial markets, investment products, and wealth management principles.
• Excels in communication, interpersonal skills, and building strong client relationships.
• Is a results-driven individual passionate about exceeding targets.

WAI Advisory Offers:

• Competitive salary and bonus structure (starting from RM5,000 - RM25,000+ based on performance and experience).
• Comprehensive benefits package (healthcare, retirement plans, and professional development).
• A clear path for career advancement within a supportive and collaborative environment.
• Flexible working hours to maintain a healthy work-life balance.
• Ongoing mentorship and coaching from industry experts.

Ready to make a difference? Submit your resume or CV to [email protected] and join WAI Advisory!