What are the responsibilities and job description for the Business Development Officer position at TWM Executive Search?
Business Development Officer opportunity at National Wealth Management firm in New York City to attract new HNW relationships to the firm.
- Build and utilize a personal referral network of attorneys, accountants, bankers etc. to discover and on board prospects
- Develop and deepen client relationships by identifying wealth planning needs
- Partner with Portfolio Managers and Trust and Estate professionals to effectively communicate firm's services
- Participate in presentations, conferences, and seminars to develop and present firm's capabilities to prospective clients
- Requires 8 years' HNW financial advisory experience, with a successful track record of business development