Business Development / Client Relationship Manager

About the role

We are looking for a Business Development / Client Relationship Manager to join our growing team. The role focuses on expanding our client base and promoting investment products to both individual and corporate customers. You will work closely with the sales and investment teams to identify opportunities and deliver tailored solutions.

Key responsibilities

• Identify and develop new business opportunities within the financial services sector.
• Build and maintain strong relationships with existing and prospective clients.
• Promote a range of investment products and services to individual and corporate customers.
• Collaborate with internal teams to ensure client needs are met and cross‑sell opportunities are maximised.
• Track market trends and competitor activities to inform business strategies.

Required profile

• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, Marketing or a related field.
• 2–5 years of experience in investment, wealth management, securities, banking or financial services.
• Proven track record in business development, client acquisition and relationship management.
• Good understanding of investment and financial products.
• Excellent communication, negotiation and interpersonal abilities.
• Self‑driven, professional and results‑oriented.

Required skills