Trainee Financial Services Business Development Manager
Skills
About This Role
About us
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and Dubai.
We provide tailored financial advice to international clients, supported by expert teams across wealth planning, tax, compliance and operations.
About the Role
We’re looking for ambitious, commercially minded individuals to join Skybound Wealth Management as Business Development Executives.
This is a trainee pathway into international wealth management, with clear progression to becoming a Private Wealth Adviser.
The focus of the role is to strategically identify and engage with high-net-worth expatriate clients globally, introduce our service and connect them with our Private Wealth Advisers.
Alongside your day-to-day work, the company will sponsor you to complete the CISI Level 4 Investment Advice Diploma, to support you in progressing as a Private Wealth Adviser yourself over a 2-3 year period.
Key Responsibilities
- Researching and identifying potential international clients
- Contacting professionals via phone, email and LinkedIn
- Introducing Skybound’s wealth management proposition
- Generating and qualifying new business opportunities
- Booking in meetings for experienced Private Wealth Advisers
- Building long-term professional relationships
- Working towards industry qualifications
Desired Skills and Experience
- Confident communication skills
- Strong commercial awareness and proactivity
- A proven track record within a pro-active sales, recruitment or business development environment is preferred
- An ability to generate leads and strategically develop new business
- Comfortable dealing with high-net-worth individuals
- An interest in financial markets and current affairs
- Experience navigating through business sites, such as LinkedIn, company directories
Key Benefits
- £40-50k year 1 OTE
- Clear progression into a Private Wealth Adviser role
- Full support through industry-recognised qualifications
- Fantastic exposure within a growing global firm
- International incentives for top performers
- Skybound Wealth Management is committed to fostering a diverse and inclusive workplace.
- We welcome applications from all qualified candidates regardless of background.
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