Business Development Executive

Since its founding, SKM has been a pioneer in the fields of business advisory, strategy, and tax consultancy. Today, we work together with clients to embrace a transformational approach aimed at benefiting all stakeholders-empowering firms to thrive, build sustainable competitive advantage, and drive meaningful societal impact. Using cutting-edge management consulting, technology and design, corporate and digital enterprises, and our diverse, multi-talented teams, we are committed to bringing about change and unlocking potential for all our clients in a variety of fields.

Business Development Executive

Job Description

• Our client is an Investment Advisory & Risk Management Agency providing clients with tailored solutions across wealth management, investments, insurance, financial protection, and risk management.

About the Role

• Our client is looking for a motivated and results-driven Business Development Executive (BDE) to drive business growth by identifying, developing, and converting new client opportunities. The ideal candidate will have a minimum of 1 year of experience in selling insurance and investment products, strong relationship-building skills, and the ability to understand clients’ financial needs and introduce appropriate solutions. This is a sales and business development role within an agency environment, with a strong focus on client acquisition, relationship management, and achieving agreed sales targets.

• The successful candidate will primarily engage with affluent and high-net-worth individuals, helping them access suitable investment, insurance, wealth management, and risk management solutions.

Key Responsibilities

• Identify, prospect, and develop relationships with affluent and high-net-worth individuals.

• Generate new business opportunities through referrals, networking, events, partnerships, and other prospecting channels.

• Conduct client meetings to understand financial goals, wealth protection needs, investment objectives, and risk profiles.

• Present and explain appropriate investment, insurance, wealth management, and financial protection solutions.

• Build and maintain a strong pipeline of prospective clients and consistently follow up on opportunities.

• Develop long-term client relationships and identify opportunities for additional products and services.

• Meet and exceed agreed sales and revenue targets.

• Prepare proposals, quotations, presentations, and other client documentation.

• Work closely with the firm’s advisory, operations, and client-service teams to ensure a smooth client experience.