Cultivate and maintain relationships with existing clients, understanding their financial needs and providing tailored advisory services. Perform corporate and legal sales. Act as a trusted advisor, offering insights and recommendations to optimize client portfolios. Identify and pursue new business opportunities through proactive outreach and networking. Develop and implement strategic initiatives to expand the firm’s client base and market reach. Conduct market research and analysis to identify trends, competitive landscape, and potential opportunities for growth. Develop comprehensive business development strategies aligned with market insights and firm objectives. Collaborate effectively with internal teams, including senior management, investment professionals, and marketing, to achieve business development goals. Provide leadership and mentorship to junior team members, fostering a culture of continuous learning and development. Ensure adherence to regulatory requirements and internal policies in all business development activities. Mitigate risks associated with client engagements and business expansion initiatives.
