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Financial Business Development Specialist
5 days ago
Zikel auditing firm is a leading financial services provider dedicated to delivering exceptional client experiences and driving business growth.
Job Description
This role plays a vital part in driving business success by managing existing client relationships, identifying new opportunities, and generating sales leads. The key responsibilities include:
- Client Relationship Management: Establish and maintain strong professional relationships with clients to ensure their financial needs are met.
- New Business Development: Identify and pursue new business opportunities to drive revenue growth and expand our client base.
- Financial Reporting and Analysis: Prepare and present comprehensive financial reports and statements to clients, providing actionable insights and recommendations.
- Financial Guidance and Advice: Provide expert financial guidance and advice to clients, helping them make informed decisions about their financial strategies.
- Risk Assessment and Mitigation: Conduct thorough financial analysis and risk assessments to identify potential areas of concern and develop strategies to mitigate them.
- Compliance and Regulatory Affairs: Ensure all client accounts are fully compliant with relevant regulatory requirements, minimizing the risk of non-compliance.
- Internal Collaboration: Work closely with internal teams to deliver exceptional client service and support, ensuring seamless communication and coordination.
To be successful in this role, you will need:
- Strong Communication and Interpersonal Skills: You should have excellent written and verbal communication skills, with the ability to build strong relationships with clients and colleagues alike.
- Proven Financial Experience: A minimum of 3 years' experience in a financial or related field, with a proven track record of success in client relationship management and new business development.
- Financial Analysis and Planning: You should have a solid understanding of financial principles and practices, including financial reporting, analysis, and planning.
- Industry Knowledge and Trends: Staying current with industry trends and developments is essential for this role, as you will need to apply your knowledge to drive business growth and innovation.
Please note that staying up-to-date with industry trends and developments is crucial for this role.
Benefits
We offer a range of benefits, including competitive salaries, opportunities for career advancement, and a collaborative work environment.
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