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Business Development Officer

2 months ago

Jefferson City, Missouri, United States Central Trust Company Full time

Job Title: Business Development Officer - Wealth Management

Job Summary:

The Business Development Officer (BDO) will work to expand our relationships with financial institution partners, professional networks, and their own referral networks, with a goal of building strong, trusted connections that result in referrals of quality leads. Through presentations of our wealth management services with the help of other Central Trust Company colleagues, the BDO will work to convert prospective client leads into new client relationships. A successful BDO is self-motivated, goal driven, an excellent communicator, and an experienced presenter/public speaker.

Key Responsibilities:

  • Develop new client relationships for Central Trust Company (CTC)
  • Lead prospective client meetings at all phases of the wealth management cycle to discover needs and provide solutions to complex financial issues
  • Make presentations to boards, community groups, and other entities regarding the wealth management services offered by Central Trust Company
  • Develop relationships with and referrals from employees of The Central Trust Bank
  • Develop relationships with and referrals from external sources, such as accountants and attorneys
  • Record and track referrals received, as well as prepare and submit a variety of reports
  • Report to the Chief Revenue Officer regarding annual sales goals, along with activities and production related to sales goals

Requirements:

  • Bachelor's degree, preferably in a related field such as finance, business, or accounting
  • CFP® Professional (preferred)
  • 5 or more years in the financial services industry with relevant experience in a client-facing role
  • Deep understanding of the wealth management needs and preferences of high-net-worth clients
  • Demonstrated ability to analyze, present, and deliver tailored solutions to complex financial planning and wealth management needs
  • Ability to perform highly detailed work with a great degree of accuracy
  • Strategic thinker with a creative mindset, capable of identifying and capitalizing on market opportunities
  • Excellent communication and effective relationship development skills
  • Extensive sales and client service experience