Business Development Executive-Wealth Management
Department:
Consultancy
Employment Type:
Full Time
Location:
Dublin
Reporting To:
CEO/Founder
Compensation:
€70,000 - €80,000 / year
Description
HR Path-Eaton Square Talent Management have partnered with our esteemed client in private wealth advisory.
This is a brand new role, its an amazing opportunity for someone who has experience in the areas of marketing, events, networking, client services and business development who enjoys networking, building relationships and thrives in a fast paced environment.
As a Business Development Executive, the role will be varied.
You will work closely with the CEO, advisor group and senior management team.
Key Responsibilities
Executing the business development strategy alongside leadership.
Coordinating marketing activities and maintaining digital presence.
Working with the Client Services team on the planning of client entertainment and business development events (sports events, industry conferences, client appreciation activities).
Proactively identifying and developing new strategic referral partnerships.
Creating post-event analytics and structured follow-up processes.
Conducting market and competitor analysis to identify positioning opportunities.
Maintaining CRM pipeline and lead-tracking systems.
Initial point of contact for new business enquiries.
Tracking and reporting on business development KPIs and event ROI.
Assisting with proposal writing or client-facing collateral.
Supporting the development of thought-leadership content (articles, webinars, podcasts).
Developing recruitment marketing.
Supporting internal team events.
Other duties as assigned.
Skills, Knowledge and Expertise
3–5 years' experience in marketing, events, BD or client services.
QFA qualified (or willing to undertake the qualification/ exams)
Strong organisational and project management skills.
Experience planning corporate events.
Excellent communication abilities.
Strong attention to detail.
Understanding of professional services.
Self-starter able to work independently.
Comfortable with strategic and hands-on work
Benefits
Package: We offer a very competitive package for the right candidate.
The hours are 9am to 5pm (Mon – Fri) at our offices in Dublin 2.
Competitive salary commensurate with your experience
Performance bonus
LTIP participation
Professional development support
Training
Personal days
22 days annual leave
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