Financial Services Career Opportunity
1 week ago
Apollo Private Wealth is a leading wealth management firm and multi-family office based in London, offering a highly personal service of a partner-owned boutique to deliver exceptional client outcomes.
About the RoleWe are seeking a skilled Business Development Executive who thrives in a high-energy, goal-driven environment. The ideal candidate will have a successful background in outbound sales, with a natural talent for engaging clients and building strong connections.
- Prospect/Client Engagement: Engage in conversations with prospects to understand their unique needs through a comprehensive fact-finding process.
- Appointment Booking: Schedule appointments between prospects and wealth advisers, ensuring a smooth and efficient process to address prospects' financial enquiries.
- Attention to Detail: Demonstrate professionalism and keen attention to detail by matching each prospect with the adviser best suited to their specific situation and keeping records updated on our CRM software.
We are looking for someone who is quick on their feet, consistently ensuring that each client leaves with a positive impression of Apollo Private Wealth's high-quality service.
About YouWe are seeking intelligent and articulate individuals who are degree-educated and have a highly professional work ethic. To be successful in this role, you will need to demonstrate that you can achieve and exceed targets.
- Have a minimum of 12 months experience as a business development, sales executive or a relevant sales role preferably within B2C sales.
- Proven sales track record.
- Motivated by targets.
- Possess a passion for Financial Advice and an ambition to grow your career in this space.
- Proficient in MS Office and CRM software (e.g. Salesforce).
- Strong communication and negotiation skills.
- Ability to build rapport with C-Suite level clients.
- Time management and planning skills.
We offer a highly competitive package including:
- A basic salary of £28,400 per annum, dependent on previous experience.
- A target-based commission scheme.
- 24 days holiday, increasing with service.
- Birthday Day (additional paid day off).
- 5% matched Employer Pension Contribution.
- Medicash healthcare plan.
- Death in Service policy.
- Income Protection policy.
- This role is office-based with remote working offered on a Friday.
- Structured learning and development support.
- Clear route to becoming a Wealth Adviser.
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