job description
Join Wing Holdings Pty Ltd as a Business Development Manager (Wealth and Legacy) and play a pivotal role in expanding our client base, forging strategic partnerships, and strengthening our presence in the wealth and legacy planning market. This is a unique opportunity to drive growth in a dynamic industry while working in the vibrant locations of Bali, including Canggu, Ubud, Denpasar, and more.
In this role, you will leverage your expertise in business development and financial services to identify and capitalize on new opportunities. You will work closely with high-net-worth individuals, financial advisors, and industry leaders to deliver tailored solutions that meet the evolving needs of our clients. Your strategic insights and relationship-building skills will be key to our success in this competitive market.
If you are a motivated professional with a passion for wealth management and legacy planning, we invite you to apply and become part of our growing team. Enjoy the flexibility of working in Bali’s most sought-after locations while contributing to a mission-driven organization.
Responsibility
- Develop and implement strategic business development plans to expand the company’s client base in the wealth and legacy planning sector.
- Identify and cultivate relationships with high-net-worth individuals, financial advisors, and industry partners.
- Conduct market research to identify trends, opportunities, and competitive insights in the wealth management industry.
- Collaborate with internal teams to design and deliver customized wealth and legacy planning solutions.
- Lead negotiations and close deals with key clients and partners to drive revenue growth.
- Represent the company at industry events, conferences, and networking opportunities.
- Monitor and report on business development activities, including pipeline management and performance metrics.
- Stay updated on regulatory changes and industry best practices to ensure compliance and innovation.
Qualifications
- Bachelor’s degree in Business, Finance, Economics, or a related field. A Master’s degree or professional certification (e.g., CFP, CFA) is a plus.
- Proven experience in business development, sales, or relationship management within the financial services or wealth management industry.
- Strong understanding of wealth management, legacy planning, and financial advisory services.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Demonstrated track record of achieving sales targets and driving business growth.
- Proficiency in CRM software and Microsoft Office Suite.
- Willingness to travel and work across multiple locations in Bali.