internal Business Development associate - wealth channelNoon Dalton, Phils.

Noon Dalton Core Values
 
Noon Dalton invites all its employees to embrace our core values, living them every day, in every aspect of their role.
 
Empathy 
At Noon Dalton, being empathetic means being patient and understanding, both with Clients and with each other. We don't make businesses conform to our requirements. We understand what they need and do our best to help them.
Simplification 
We're not looking for artificial simplicity: things that look simple but aren't well-thought-out. We strip down our processes until all that remains is useful and essential. We remove complications and complexity for both our customers and our employees.
Continuous Improvement 
We are always looking for ways to improve, both professionally and personally. Whether that means taking part in accent neutralization training, trying to better our public speaking, or evaluating our daily processes to see how we can do them faster and easier.
Job Description
Provide essential support to senior external professionals by working together to develop client relationship management strategies for new and existing institutional and Wealth relationships.
Partner closely with the external team to strengthen relationships with clients and Financial Advisors by addressing their needs and ensuring seamless communication.
Contribute to the success of external sales initiatives by meeting growth and new client acquisition goals.
Provide excellent client service to existing and prospective clients and Financial Advisors by assisting with e-mail and phone communication.
Facilitate the distribution of sales materials and updates to internal and external stakeholders, ensuring alignment with the external team's goals.
Collaborate with the external business development team to create regional campaigns and engage Centers of Influence.
Play a lead role in client segmentation and ensure CRM data accuracy to support the external business development team's client management efforts.
Collaborate with other internal teams (e.g., investment team, compliance, client services, and marketing) to ensure alignment and comprehensive support for the external business development team.
Mentor junior team members to enhance their ability to support the external business development team.
Prioritization of time management skills to effectively manage multiple work streams and support the external business development team.
Engage in learning and development through industry research and training.
Qualifications
2-5+ years of experience in sales, asset management, or wealth management.
Results-driven with a history of consistent success in meeting or exceeding sales goals.
Strong interest in finance, investing, and business development.
Proficient knowledge of alternative investments.
Excited to work hard in an entrepreneurial, fast-paced environment, building a unique organization.
Ability to handle multiple work streams and support senior professionals in complex sales cycles.
Resilient team player with excellent communication skills.
Strong verbal and written communication skills.
Excellent organizational skills and follow-through while managing multiple projects.
Demonstrated ability to work with a tireless work ethic.
Strong attention to detail and a conscientious approach to sales.
Extensive comprehension of the Microsoft Office suite.
Bachelor's Degree required; advanced degrees are preferred.
Timing: Immediate.
Other perks/incentives
HMO month 1
Monthly performance bonus after regularization
Engagement activities
Annual appraisal
12 Days Leaves Annually
US or UK Bank Holidays  (depending on account)
Birthday incentives
Fun working environment
Review Process
Regular 1o1 with reporting line manager
Monthly appraisal review
Quarterly appraisal review
Annual appraisal review