Our client successfully provides professional and financial services to private clients and their business interests. They are seeking a New Business Executive to join them on a permanent basis at their offices in Liverpool.
Job Description
Purpose of Role: To generate new client and asset acquisition across all Group services
Responsibilities:
Generate new business for the group from digitally sourced lead flow ??
Develop prospect relationships and fact find to support new business introductions
Assist prospective clients on board onto execution only investment platform within Group
Understand the service and propositions available within the Group and be able to match the appropriate service to the enquiring prospects needs
Regulatory Responsibilities:
Strict adherence to internal compliance procedures and T&C requirements
Reporting of any suspicious transactions to the MLRO
Undertaking training and competence as required by the business
Candidate Profile Education and Qualifications:
A level education and university level education is desirable but not essential
Experience and Skills:
Excellent written, verbal and interpersonal skills ??
Previous sales experience is not essential but advantageous
Proven ability to be both credible professionally and able to build long term relationships with colleagues and clients ?? Demonstrable business acumen together with experience in developing and implementing business plans
Excellent communication and interpersonal skills are essential
Attention to detail
Good organizational skills
Demonstrate interest in the financial services industry ?? Ability to work at pace and deliver against established personal and team targets
Proactive and flexible approach to work, and ability to work under pressure
