Job Classification
Administration / Sales Support / Investment Business Development Support
Role Overview
Our client is seeking a highly professional Executive Assistant to support their Business Development team within the investment and wealth management sector. The role goes beyond traditional administrative duties requiring a hands-on all-rounder who can support sales business development and client engagement activities targeting top-tier corporate and institutional clients. The Executive Assistant will directly report to the Business Development Manager and support a team of 1015 professionals..
Key Responsibilities
Provide end-to-end support to the Business Development team in investment and wealth management initiatives.
Assist with market prospecting lead generation and pipeline management targeting top-tier corporates family offices and institutional clients.
Prepare and coordinate investment proposals client presentations and pitch materials.
Maintain CRM systems track client interactions and ensure timely follow-up on business opportunities.
Conduct market research to support business development strategies and identify new opportunities.
Manage calendars travel arrangements and scheduling for the Business Development Manager and team.
Coordinate internal and external meetings prepare agendas take minutes and follow up on action items.
Handle logistics for client meetings events and workshops.
Maintain documentation and administrative processes in line with compliance and regulatory standards.
Act as a liaison between Business Development Investment Operations Compliance Legal Finance and Marketing teams.
Ensure smooth information flow and coordination across departments to support client onboarding and deal execution.
Assist in organizing client events roadshows and business meetings as required.
Demonstrate a flexible proactive and hands-on mindset supporting the team beyond traditional EA responsibilities.
Identify gaps in processes and contribute to improvements in efficiency and workflow.
Proven experience as an Executive Assistant Sales Coordinator or Business Development Support role within investment wealth management asset management or financial services.
Strong exposure to B2B sales and institutional client engagement targeting high-value clients.
Excellent organizational skills multitasking capability and attention to detail in a fast-paced environment.
Strong communication and coordination skills able to work effectively with senior stakeholders.
Proactive adaptable and comfortable managing a variety of tasks in a lean team environment.
Knowledge of investment products and wealth management solutions is highly desirable.
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