Job Description

• Our client is an Investment Advisory & Risk Management Agency providing clients with tailored solutions across wealth management, investments, insurance, financial protection, and risk management.

About the Role

• Our client is looking for a motivated and results-driven Business Development Executive (BDE) to drive business growth by identifying, developing, and converting new client opportunities. The ideal candidate will have a minimum of 1 year of experience in selling insurance and investment products, strong relationship-building skills, and the ability to understand clients’ financial needs and introduce appropriate solutions. This is a sales and business development role within an agency environment, with a strong focus on client acquisition, relationship management, and achieving agreed sales targets.
• The successful candidate will primarily engage with affluent and high-net-worth individuals, helping them access suitable investment, insurance, wealth management, and risk management solutions.

Key Responsibilities

• Identify, prospect, and develop relationships with affluent and high-net-worth individuals.
• Generate new business opportunities through referrals, networking, events, partnerships, and other prospecting channels.
• Conduct client meetings to understand financial goals, wealth protection needs, investment objectives, and risk profiles.
• Present and explain appropriate investment, insurance, wealth management, and financial protection solutions.
• Build and maintain a strong pipeline of prospective clients and consistently follow up on opportunities.
• Develop long-term client relationships and identify opportunities for additional products and services.
• Meet and exceed agreed sales and revenue targets.
• Prepare proposals, quotations, presentations, and other client documentation.
• Work closely with the firm’s advisory, operations, and client-service teams to ensure a smooth client experience.
• Maintain accurate records of client interactions, prospects, sales activities, and pipeline progress.
• Stay informed about investment products, insurance solutions, market developments, and relevant regulatory requirements.
• Participate in client events, networking opportunities, seminars, and other business development initiatives.
• Ensure all sales activities are conducted professionally and in accordance with applicable regulatory and company requirements.

Requirements

• Diploma or bachelor’s degree in finance, Economics, Business Administration, Insurance, Marketing, Accounting, or a related field.
• Minimum 1 year of experience in insurance sales, investment sales, wealth management, or financial services.
• Demonstrated ability to generate leads and convert prospects into clients.
• Strong understanding of insurance and investment products.
• Experience dealing with affluent or high-net-worth clients is an added advantage.
• Professional qualifications in Insurance, Investments, Financial Planning, Risk Management, or Wealth Management are an added advantage.
• Excellent communication, presentation, negotiation, and interpersonal skills.
• Strong relationship-management and networking abilities.
• Self-motivated, target-oriented, and comfortable working independently.
• Professional appearance and confidence in dealing with senior executives, business owners, and high-net-worth clients.
• Strong commercial awareness and ability to identify client needs and business opportunities.
• Good organizational skills and ability to manage multiple client relationships and sales opportunities.

Benefits

What the Client Offers

• Competitive compensation package with performance-based incentives.
• Opportunity to work with high-net-worth clients and sophisticated financial solutions.
• Professional development and product training.
• Opportunities for career growth within the investment advisory and financial services sector.
• A performance-driven and relationship-focused working environment