Job Description
Company Description
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$873 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job Description
We’re looking for an experienced Business Development Director to support IQ‑EQ’s Greater China Sales function. This role focuses on direct selling and cross-selling to Private Wealth clients — including family offices, multi‑family offices, institutions and UHNW individuals while contributing to the continuous improvement of global sales processes.
What you’ll be doing
- Identify new business opportunities through research, market intelligence and creative sourcing aligned to current strategic priorities.
- Research and engage potential leads across multiple locations to support effective business development trips.
- Develop a strong understanding of prospective clients’ business models and needs to prepare accurate, tailored fee proposals.
- Build and maintain relationships with prospective clients throughout the sales cycle.
- Coordinate IQ‑EQ’s responses to RFPs, RFIs and client documentation needs.
- Conduct in‑depth industry, market, and client due diligence.
- Attend client meetings, produce call reports, and follow through on all action items.
- Measure and report on Sales KPIs, ensuring accurate and timely data entry across systems.
- Maintain an up‑to‑date and accurate prospect and market database.
- Confidently communicate IQ‑EQ’s services across phone, email and face‑to‑face interactions.
- Match appropriate services to client requirements and articulate key selling points clearly.
- Stay current on competitor offerings, market activity and trends, recommending tactical actions where required.
- Maintain accurate records of all prospect interactions and always represent IQ‑EQ with professionalism.
- Support colleagues across the Global Sales Team and contribute to ongoing process improvements.
- Undertake any reasonable duties as directed by the Chief Commercial Officer.
Qualifications
- Bachelor’s degree in a relevant field.
- Experience within Private Wealth, Accounting and/or Financial Services.
- At least 8 years’ experience in a client-facing business development role, ideally with a proven track record within fund administration and/or trust company services.
- Strong documentary writing and IT skills, including MS Excel, Word and PowerPoint.
- Solid knowledge of basic trust structures and corporate entities — Private Trust Planning and set-up experience preferred.
- Preferably, understanding of closed-ended and open-ended funds, private equity and hedge funds.
- Highly self‑motivated, reliable and demonstrates strong integrity.
- Excellent organisational and interpersonal skills.
- Ability to work independently and deliver results without constant supervision.
Additional Information
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
