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Skybound Wealth Management Ltd is seeking an ambitious Business Development Associate to identify and engage with high-net-worth expatriate clients globally and connect them with Private Wealth Advisers. The role includes sponsoring CISI Level 4 Diploma training to progress into a Private Wealth Adviser position within 2–3 years.
Responsibilities include researching prospects, outreach via phone/email/LinkedIn, and booking meetings for advisers while building lasting professional relationships.
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.
We’re looking for an ambitious, commercially minded individual to join Skybound Wealth Management as a Business Development Associate. 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.
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.