Agius & Partners · 1 day ago
Senior Business Developer
Miami, Florida, United States
Full-time
Onsite
Senior Level, Lead/Staff
$180K/yr - $250K/yr
10+ years expAgius & Partners SA is a well-established Swiss private bank looking for a Business Developer focused on US clients in the South East region. The role involves expanding the firm's US footprint through strategic relationship development with Financial Advisers and institutions, requiring significant autonomy and responsibility.
Staffing & Recruiting
Responsibilities
Develop and maintain your own network of Financial Advisers at US financial institutions
Build relationships with Centers of Influence, business introducers, and direct prospects
Act as a trusted advisor to US-based Financial Advisers and prospects, offering holistic solutions across products and services
Develop a deep understanding of client and prospect needs, preferences, and overall wealth situations
Manage and own relationships end-to-end, acting as relationship lead and ensuring a high-quality client and prospect experience
Leverage internal specialists and expert resources to deliver integrated solutions and investment propositions
Build, manage, and convert a strong sales pipeline
Ensure full adherence to Risk & Compliance requirements and internal policies
Qualification
Required
10+ years of experience in business development within private wealth management, serving HNW / UHNW clients, and/or in the distribution of financial products and services to financial institutions
Established network of US-based Financial Advisers, Centers of Influence, and Business Introducers in the South East US
Proven ability to originate, develop, and close complex business opportunities
Strong client focus with exceptional interpersonal and relationship-building skills
Entrepreneurial, proactive, and solutions-oriented mindset
Structured, analytical, and resilient, with the ability to perform in a fast-paced environment
Excellent written and verbal communication skills in English; Spanish, French, or German are strong assets
Hands-on, self-motivated personality with mentoring and leadership capabilities
Willingness to travel within the assigned territory
Benefits
Performance-related incentives
Company
Agius & Partners
Recruitment in Finance | Private Banking Agius & Partners SA works with over 25+ private banks in Switzerland and our core business is hiring Sr.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase