Business Development (Private Wealth) & Marketing Administrator - Jersey

Responsibilities:

• Help prepare tailored presentation materials and proposals for prospective clients and intermediaries
• Support meeting preparation by drafting agendas, collating background information, and tracking follow-up actions
• Maintain and update internal pipeline tracking and activity reports
• Assist in maintaining accurate client and contact data within the designated system
• Help structure data to support reporting and analysis of business development activity and marketing performance
• Identify and target potential clients, developing strategies to attract and secure new business opportunities
• Attend industry events and conferences to build relationships with potential clients and promote our services

Marketing Support (Group including Private Wealth):

• Assist in creating and updating marketing materials such as brochures, bios, capability statements, pitch decks, and event collateral
• Support the preparation and scheduling of thought leadership and promotional content across social media and other platforms
• Contribute to event planning, including organising materials, coordinating logistics, and supporting follow-up communications

Requirements:

• A ‘levels in a related field
• Prior experience in a marketing, business development or professional services environment will be preferred
• Excellent organisation skills with strong attention to detail and accuracy
• Confident communicator with the ability to work across departments and support multiple stakeholders
• Strong written and formatting skills; able to produce clear, well-presented documents
• Proficient in Microsoft Office; experience with CRM platforms (e.g., Salesforce) is a plus
• Proactive, eager to learn, and adaptable in a fast-moving, collaborative environment