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Sales, Private Clients - Tax Efficient Investment Manager

Job in Pine Bluff, Jefferson County, Arkansas, 71601, USA
Listing for: Venture Search
Full Time position
Listed on 2026-06-25
Job specializations:
  • Business
    Business Development
Job Description & How to Apply Below

We are currently working with a well-regarded fund manager, who has a focus on the tax efficient investments space. Since its inception the firm has experienced impressive growth, consistently outperforming the market and on the back of this success is now looking to add a business development professional to its team.

The individual will be responsible for managing and expanding existing relationships, as well as expanding their investor footprint further.

Responsibilities
  • Identify and target relevant HNW & Family offices.
  • Work closely with the internal client and investment team to ensure the product is being positioned effectively
  • Organise and host relevant client events
  • Work closely with the investment team to further develop the product based on market and client intel.
Requirements
  • 2+ years in a business development or internal sales position
  • Experience in working with HNW/UHNW indidivuals
  • Have sold investment solutions and have a decent understanding of investment products
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