Business Development Associate
Bessemer Trust Company - Miami, FL

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Functional Title: Business Development Associate

Location: Miami

February 2012

The Business Development Associate will work closely with Business Development Officers and serve as the strategic liaison in helping to identify ultra high net worth prospects.

Responsibilities include:
  • Develop client acquisition strategies with Business Development Officers and Senior Resident Officers.
  • Oversee the coordination of Business Development Analysts on all prospect analyses and presentation preparations.
  • Qualify leads received from lead generators and other sources, follow-up on activity, client profiling, and set up meetings.
  • Travel as needed to conferences prospective client meetings and conferences.
  • Work with tax and estate planning professionals in connection with business development.
  • Use proprietary and licensed software and databases to capture activity and progress of sales opportunities.
  • Have proficiency in asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, and tax transition portfolio analysis.
  • Other responsibilities as assigned.
  • MBA required; CFA preferred.
  • Two to four years of prior experience in Financial Services, with some exposure to Private Wealth Management, Investment Management, Investment Banking, or related field.
  • Series 7 and 63 preferred.
  • Exceptional verbal and written communication skills.
  • Excellent attention to detail.
  • Ability to demonstrate a strong sense of urgency.
  • Successful candidate must be results driven, and a motivated self-starter who is committed to excellence.
  • Strong organizational skills and ability to manage multiple tasks.
  • Strong proficiency in MS Word, Excel, PowerPoint and CRM technology.
  • Ability to thrive in a fast paced team environment.

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