Wealth Business Development Manager

6 days ago

London, Greater London, United Kingdom The Actuary Group Full time
About the Role

The Actuary Group is seeking a highly skilled Senior Sales Consultant to join our team and play a crucial role in growing our Wealth business. As a Senior Sales Consultant, you will be responsible for generating sales opportunities through a blend of self-initiated and business-driven initiatives.

Our client is a market-leading pensions and investment consultancy that is dedicated to creating brighter futures by transforming the world of work, enhancing retirement and investment outcomes, and promoting genuine health and well-being.

Key Responsibilities
  • Create and manage client prospect pipelines to ensure sufficient levels of sales opportunities to deliver required revenue for the Defined Benefit (DB) Wealth business
  • Create opportunities from company-sponsored events (seminars, workshops, trustee clubs, etc.)
  • Devise, plan and set strategy for sales-related activities
  • Undertake initial "first" meetings with prospects
  • Convert prospect meetings into sales opportunities
  • Manage and develop relationships with prospects
  • Lead and own client projects and relationships from post sales to ongoing delivery
  • Maintain knowledge and awareness of industry developments with a focus on DB issues
  • Support the team in the delivery of projects
  • Interact effectively with Bid, Proposition and Marketing teams to maximise successful sales
Requirements
  • Proven sales experience within financial or professional services
  • A consultative sales approach
  • Proven ability to develop and initiate strategies for revenue and client account growth
  • Strong understanding of sales and business acumen
  • Expertise in building, maintaining and effectively managing a sales pipeline
  • Ability to accurately forecast sales results
What We Offer
  • Competitive benefits package including: 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits
  • An intellectually challenging, fun, and supportive environment with people who are invested in your growth and development

The Actuary Group is committed to fostering a diverse, inclusive, and flexible work environment, where everyone is valued regardless of age, background, disability, ethnicity, gender identity or expression, marital status, nationality, parental status, religion, sexual orientation, or any other characteristic protected by law.

  • Wealth Management Professional

    4 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...

  • Wealth Management Professional

    6 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...

  • Wealth Management Specialist

    4 days ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job Description**About Gravity Private Wealth**Gravity Private Wealth is an international boutique investment advisory firm serving high-net-worth individuals and families. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management.**Job Overview**We are seeking a highly experienced Wealth...

  • Wealth Management Specialist

    4 days ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job Description**About Gravity Private Wealth**Gravity Private Wealth is an international boutique investment advisory firm serving high-net-worth individuals and families. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management.**Job Overview**We are seeking a highly experienced Wealth...

  • Wealth Management Advisor

    6 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Are you a Level 4 qualified professional looking to kickstart your career in Financial Planning? Do you want to work closely with experienced Advisers and learn on the job? We offer a comprehensive training and development program to help you build a successful career in Wealth Advice.You will have a strong motivation to develop your business, a natural...

  • Wealth Management Professional

    6 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected and trusted provider of holistic wealth management services. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice to our clients as their financial needs evolve over time.Our client portfolio consists of 3000 clients...

  • Wealth Management Specialist

    5 days ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job Description**About Gravity Private Wealth**Gravity Private Wealth is an international boutique investment advisory firm serving entrepreneurs, ultra-high net worth families, and institutions. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management.**Role Overview**As a Wealth Management...

  • Associate Wealth Adviser

    4 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity to develop your skills and knowledge in wealth management, while working closely with experienced professionals.Key ResponsibilitiesSupport the development of your business skills...

  • Associate Wealth Adviser

    5 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity to develop your skills and knowledge in wealth management, while working closely with experienced professionals.Key ResponsibilitiesSupport the development of your business skills...

  • Wealth Management Specialist

    3 days ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job SummaryGravity Private Wealth is seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our advisory team, you will be responsible for providing expert financial advice and personalized investment strategies to our high-net-worth clients.Key ResponsibilitiesBusiness Development: Originate, manage, and...

  • Wealth Management Specialist

    3 days ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job SummaryGravity Private Wealth is seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our advisory team, you will be responsible for providing expert financial advice and personalized investment strategies to our high-net-worth clients.Key ResponsibilitiesBusiness Development: Originate, manage, and...

  • Wealth Management Professional

    8 hours ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    AAG Wealth Management is seeking an experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.Key Responsibilities:Manage a client portfolio of up to 200 clientsProvide holistic wealth management services to clientsDevelop and implement investment strategies to meet client goalsMonitor and adjust client...

  • Wealth Management Professional

    5 hours ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    AAG Wealth Management is seeking an experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.Key Responsibilities:Manage a client portfolio of up to 200 clientsProvide holistic wealth management services to clientsDevelop and implement investment strategies to meet client goalsMonitor and adjust client...

  • Wealth Management Professional

    4 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    About AAG Wealth ManagementAAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management. Our company is built on a foundation of quality, integrity, and excellence, making us a trusted source of advice to clients as their financial needs evolve over time.Our Unique CultureWe pride ourselves on...

  • Wealth Management Professional

    4 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    About AAG Wealth ManagementAAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management. Our company is built on a foundation of quality, integrity, and excellence, making us a trusted source of advice to clients as their financial needs evolve over time.Our Unique CultureWe pride ourselves on...

  • Wealth Management Professional

    6 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong commitment to quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an...

  • Wealth Management Professional

    3 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...

  • Wealth Management Professional

    3 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...

  • Wealth Management Professional

    6 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    Job OverviewJob Type: Full-timeIndustry: Financial ServicesCompany: AAG Wealth ManagementAAG Wealth Management is a leading provider of wealth management services, seeking an experienced and diploma-qualified Financial Advisor to join our team as a Servicing Advisor.Key ResponsibilitiesManage a client portfolio of up to 200 clients, providing personalized...

  • Wealth Management Professional

    3 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    Job OpportunityAAG Wealth Management is seeking a highly skilled and experienced Servicing Advisor to join our team.About the RoleWe are an award-winning Appointed Representative of St. James's Place Wealth Management, providing holistic wealth management services to our clients. As a Servicing Advisor, you will be responsible for managing a client portfolio...