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Wealth Management Specialist

2 months ago

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

About the Role

The Business Development Manager position is a critical component of our overall success, making it an excellent opportunity for someone who is driven to excel in everything they do. If you are a successful sales professional looking for a platform to build a new career in wealth management, this is the ideal role for you.

Main Responsibilities

The primary focus of this role is to strategically target and directly contact potential high net worth expat clients who are living, working, and retiring globally. This involves using a wide variety of sources to map both the corporate and socio-economic landscapes within the area of focus, highlighting both British and other international executives. It is essential to have knowledge of how current affairs affect the financial markets due to the diverse client range associated with Skybound Wealth Management (clients will come from a number of jurisdictions including the UK, USA, Germany, Australia, and South Africa).

Key Skills and Experience

  • An individual with a proven and demonstrable track record within a proactive sales and business development role
  • Ability to generate leads and strategically develop new business, alongside continuing to develop business through referrals
  • Comfortable dealing with high net worth individuals
  • Ability to handle objections
  • Strong, confident, eloquent communication skills
  • Good soft skills (organized, Excel-driven, analytical, flexible, proactive, creative)
  • The ability to keep up to date with market trends and latest financial news
  • Ability to navigate through multiple business sites

Benefits

  • A basic salary relevant to current market standards, with commissions dependent on performance
  • £45k-£55k year one OTE
  • Leads (alongside those generated independently) through various data sources
  • Warm relationships with key strategic partners across the industry
  • Unrivalled quarterly events
  • Global Skybound incentives for top performers
  • Excellent administrative team to assist with business placement, including an internal pension team
  • Internal compliance to the highest level of regulation in every jurisdiction