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income advisory financial advisers

Senior Executive/Assistant Manager, Business Development

3-8 Years
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  • Posted 29 days ago
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Job Description

The role supports the Senior Business Development Manager in business growth initiatives, sales advisory support and operational activities to ensure smooth businss operations.

Responsibilities:

  • Execute and monitor campaigns that drive business plans and growth strategies.
  • Maintain a strong working knowledge of internal sales advisory processes; resolve representatives queries; and facilitate smooth, timely new business submissions.
  • Assist the Senior BDM in executing representatives Enhanced Monitoring (EM)- related tasks, including conducting coaching sessions, meeting observations, and ensuring reps submit the required documents in a timely manner.
  • With regard to EM, ensure reps rectify document-related findings in a timely manner.
  • Assist the Senior BDM in first‑level feedback on marketing materials and campaign effectiveness.
  • Assist the Senior BDM to conceptualise, develop campaign papers to support business growth and recruitment initiatives.
  • Assist the Senior BDM in conducting first-level verification of Accredited Investor (AI) status and supporting documentation.
  • Support team initiatives through special projects and ad‑hoc assignments as required.
  • Assist the Head of Department in corporate projects, strategic initiatives, and cross‑functional engagements

Requirements:

  • Degree holder in Business, Marketing, Finance, Banking, or a related discipline.
  • Minimum 3–8 years of relevant experience in business development, sales support, distribution management, financial advisory, or insurance-related functions.
  • Familiarity with financial services and advisory processes, including regulatory and compliance requirements, will be advantageous.
  • Ability to manage multiple campaigns, initiatives, and operational matters in a fast-paced environment.
  • Strong analytical, coordination, and problem-solving skills with attention to detail.
  • Team player with a proactive mindset and willingness to support ad-hoc projects and cross-functional initiatives

More Info

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Job ID: 147596757

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