Business Development Manager (BDM)

Job Description: Business Development Manager – Wealth Clinic Initiatives

We are seeking a high-energy, results-driven Business Development Manager (BDM) to spearhead our client acquisition efforts through targeted market activities and direct outreach. In this role, your primary objective is to engage high-net-worth individuals (HNWIs) and mass-affluent prospects, ultimately driving them to attend our exclusive in-office Wealth Clinics.

The ideal candidate possesses exceptional communication skills, thrives in a fast-paced sales environment, and excels at turning cold introductions into trusted, face-to-face advisory relationships.

Key Responsibilities

• Cold Calling & Outreach: Initiate outbound cold calls to targeted prospect lists, effectively profiling leads and pitching the value proposition of our personalized Wealth Clinics.
• Market Activity & Lead Generation: Plan and execute local market activities, including B2B networking, community events, corporate kiosks, and seminars to build a robust pipeline of potential clients.
• Wealth Clinic Bookings: Secure commitments from qualified prospects to visit our office for structured, one-on-one Wealth Clinics (financial health check-ups and portfolio reviews).
• Relationship Management: Act as the first point of contact for prospective clients, managing the relationship smoothly from the initial cold call to the face-to-face office meeting.
• CRM Tracking & Pipeline Management: Diligently maintain records of all interactions, pipeline stages, and clinic bookings within the CRM system.

Required Skills & Qualifications

• Cold Calling Expertise: Exceptional phone etiquette with a proven track record of overcoming gatekeepers, handling objections, and closing for appointments.
• Field Sales & Networking: Comfortable conducting on-the-ground market activities and representing the brand professionally at public or corporate events.
• Communication: Flawless verbal and written communication skills with the ability to explain complex value propositions in simple, compelling terms.
• Mindset: Highly resilient, self-motivated, and target-driven with a strong focus on achieving monthly booking KPIs.
• Education: Diploma or Graduation is preferred