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Business Development Executive

Kate Worthington

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Key Responsibilities: Drive Client Acquisition: Proactively source and acquire new investors and brokerage clients on a weekly basis, with a strong focus on lead generation (approx. 90% of activities). Client Relationship Management: Provide consulting support to existing clients to help expand their portfolios and business potential. Account Development: Maintain strong, long-term relationships with current clients to ensure satisfaction and loyalty. Team Expansion: Actively contribute to the growth of the business development team through recruiting and onboarding new BDs. Sales Execution & Strategy Alignment: Meet and exceed sales targets in line with company strategies and revenue objectives. Process Improvement: Continuously assess and optimize workflow efficiency and client engagement processes. Client Issue Resolution: Take ownership in resolving client complaints and dissatisfaction to ensure service excellence. Strategic Collaboration: Work closely with the executive team to support policy development and strategic sales initiatives. Qualifications: Proven experience in business development, client servicing, or relationship management. Strong interpersonal and communication skills with a consultative approach. Self-driven, target-oriented, and a team player. Passion for finance, investment, and client success.