We are seeking a seasoned professional with over five years of experience in B2B business development, ideally within the investment, banking, wealth management, private-client services, or investment migration sectors. The ideal candidate will have genuine exposure to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and possess excellent communication skills in both spoken and written English. This role requires a disciplined approach to customer relationship management (CRM) and familiarity with modern task-management tools such as Todoist. Additionally, candidates should demonstrate strong, practical use of AI tools integrated into their daily workflow.
Key Responsibilities:
- Develop and manage business partnerships to generate paying investors.
- Maintain and enhance relationships with high-net-worth and ultra-high-net-worth clients.
- Utilize CRM systems effectively to track and nurture leads and partnerships.
- Employ modern task-management and AI tools to optimize workflow and productivity.
- Communicate clearly and professionally with partners and clients to support business growth.
Required Qualifications:
- Minimum of five years’ experience in B2B business development.
- Proven background in investment, banking, wealth/private-client services, or investment migration.
- Direct experience working with HNW and UHNW clients.
- Excellent spoken and written English communication skills.
- Strong CRM discipline and proficiency with task-management tools such as Todoist.
- Practical and consistent use of AI tools to enhance work efficiency.
Preferred Qualifications and Benefits:
- Compensation includes a base salary of €500 gross per month.
- Additional earnings of €500 for every paying investor generated through partnerships you originate and manage, effectively doubling the monthly salary with each converted investor.
This role offers a unique opportunity to leverage your expertise in a dynamic environment focused on high-value client acquisition and relationship management. If you are driven by results and comfortable working with cutting-edge tools, this position provides both a rewarding challenge and competitive compensation.