Business Development Officer
- Employer
- Knightsbridge Advisors
- Location
- Washington D.C.
- Salary
- commensurate with experience
- Closing date
- Aug 16, 2021
View more
- Job Role
- Wealth Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 10 or more years
- CFP® Certification
- Preferred
Job Details
We’ve been retained by a world-class investment and wealth manager, who provides personalized solutions to high net-worth individuals, families, endowments, foundations and institutions, as they are seeking an experienced Business Development Officer for the Washington Metropolitan area.
This position is responsible for securing new business from high net worth individual investors, their families and related institutions. The role primarily focuses on investment management opportunities, but typically also includes trust, estate, tax, family office and related custody opportunities.
Ideal candidates will have:
• 8-10 years' experience in financial services with experience servicing high net worth (HNW) individuals, families, and their advisors.
• Proven sales success servicing HNW individuals and institutions.
• Knowledge of various asset classes and investment management styles, asset allocation techniques, investment products, family office, OCIO and trust & estate management tools.
• Highly motivated and self-starter capable of initiating and cultivating new client relationships.
• Bachelor’s Degree required; advanced degree preferred.
• CFP designation considered a plus.
Company
Knightsbridge Advisors provides comprehensive and innovative solutions to the human capital needs of financial service institutions worldwide. We specialize in executive retained search, market intelligence, management consulting, and mergers & acquisitions with a strong focus on wealth management and all tangential disciplines that surround it.
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