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Vacancy title:
Business Development Agent
[Type: FULL_TIME, Industry: Financial Services, Category: Sales & Retail, Business Operations, Management]
Jobs at:
LIAISON WEALTH
Deadline of this Job:
Thursday, March 13 2025
Duty Station:
Nairobi | Nairobi
Summary
Date Posted: Monday, March 2 2026, Base Salary: Not Disclosed
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JOB DETAILS:
Role Overview:
We are looking for independent business development agents to secure interested clients for wealth structuring and trust services.
Key Responsibilities:
- Identify and introduce High Net worth (HNW) or Ultra-High Net worth (UHNW) individuals or any other interested clients to our services.
- Develop referral pipelines and Cultivate long-term relationship channels.
- Educate prospects on the strategic value of our family trusts and structured wealth planning.
- Organize introductory meetings between prospects and our advisory team.
- Facilitate client document processing and successful onboarding.
Qualifications:
- Knowledge/ experience in private wealth and or private trusts.
- Any current or previous experience in sales & marketing or in client-facing finance roles in insurance/real estate/banking/ any other financial services shall be an additional advantage.
- Diploma/ Degree in a marketing/ business-related field.
- Demonstration of strong credibility and professionalism.
- High emotional intelligence and discretion.
- Understanding of wealth structuring, trusts, or asset protection (preferred but not mandatory).
Compensation
Attractive commission structure per successful mandate.
Why Join Us
- Ability to offer bespoke premium wealth structuring solutions to your network.
- Discreet, professional, and high-integrity environment.
Work Hours: 8
Experience in Months: 12
Level of Education: bachelor degree
Job application procedure
Interested in applying for this job? Click here to submit your application now.
Send a your CV and Cover Letter outlining your education/ professional background, the nature of your network and your current geographic coverage.
Application closes on Friday, 13th March 2025.
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