Global Financial Development Specialist
2 weeks ago
As a Business Development Executive at Skybound Wealth Management, you will play a crucial role in driving business growth and providing exceptional service to our clients. This is an excellent opportunity for someone looking to build a new career in wealth management and make a real impact.
Your primary responsibility will be to strategically target and directly contact potential high net worth expat clients living, working, and retiring globally. You will need to use various sources to map the corporate and socio-economic landscapes within specific areas, highlighting British and international executives. It is essential to have knowledge of current affairs affecting financial markets due to our diverse client base from jurisdictions like the UK, USA, Germany, Australia, and South Africa.
You will also be responsible for pitching potential clients over email, telephone, or in person. Enjoying the sales process and confidence in talking to individuals from diverse backgrounds are key qualities for this position. We offer full support through the CISI examination process and require all Advisers to be at a minimum UK Level 4 Diploma standard.
Key Responsibilities:
- Strategically target and directly contact potential high net worth expat clients
- Use various sources to map corporate and socio-economic landscapes
- Pitch potential clients over email, telephone, or in person
- Handle objections and provide exceptional service to clients
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