Business Development Director (Private Wealth), Greater China

To support the IQ-EQ Greater China Sales function with a focus in direct selling and cross-selling a suite of products to Private Wealth clients, including Family offices, multi-family offices, institutions and high net worth individuals. Ongoing contribution to the continued improvement of the Global Sales Team through the systematic documentation and timely execution of sales processes. Identify new business prospects through innovative methods and research in line with the defined strategy current at that given timeResearch / contact potential leads in different locations so that the Sales Team can plan and execute effective new business trips to meet these leads (which fit with existing business profile and target sector)Develop an understanding of the prospective client’s business model and requirements, in order to provide the prospective client with relevant and accurate Fee ProposalsManage and maintain relationships with prospective clients in circumstancesContribute to the collection of market intelligence to ensure IQ-EQ has up to date data on potential Key Client customer baseAct on occasions as the facilitator, and coordinate work required from IQ-EQ by the client in the new business stage (including assistance with RFPs, RFIs and other documentation required by the client)Assist and provide support to other team members in winning new businessConduct extensive industry and potential client research (including Due Diligence)Attend new business meetings with the rest of the team members, and produce call reports and perform follow-up tasksMeasure and report on Sales key performance indicatorsResearch and maintain an accurate and current databaseIdentify and develop sources of potential clientsEffectively and confidently communicate our services to clients via telephone, face-to-face and written communicationBe able to match appropriate services to clients’ requirementsBe able to demonstrate a full knowledge of all products, relevant selling points and benefitsMaintain a current and accurate knowledge of competitors and their productsKeep abreast of competitor activity and recommend any necessary tactical actionMaintain accurate records of all contacts with potential clientsAlways represent in a professional manner and maintain high standard of personal presentationUndertake any reasonable duties as specified by Managing Director, Greater China and Head of Business Development, Greater China