Global Wealth BD Trainee to International Adviser

Skybound Wealth Management Ltd; Greater London; On-site; GBP 24,000 - 28,000; Full time

Benefits offered by this job

Basic salary (£24k-£28k)

Uncapped commission

OTE £40-50k first year

Career progression

Industry qualifications

Global exposure

International incentives

Job summary

Skybound Wealth Management Ltd is seeking ambitious Business Development Executives for a trainee pathway into international wealth management. You will identify and engage with high-net-worth expatriate clients globally, introducing our service and connecting them with Private Wealth Advisers.

The company sponsors CISI Level 4 Diploma to progress toward Private Wealth Adviser in 2–3 years, with a clear progression path and strong global exposure.

Qualifications

• Confident communication skills.
• Strong commercial awareness and proactivity.
• Pro-active sales, recruitment or business development experience preferred.
• Ability to generate leads and develop new business strategically.
• Comfortable dealing with high-net-worth individuals.
• Interest in financial markets and current affairs.
• Experience using professional networks (LinkedIn, directories).

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 meetings for experienced Private Wealth Advisers.
• Building long-term professional relationships.
• Working towards industry qualifications.

Skills

Confident communication

Commercial awareness

Lead generation

High-net-worth handling

Interest in markets

LinkedIn navigation

Tools

CRM/Sales tools

Job description

Skybound Wealth Management Ltd is seeking ambitious Business Development Executives for a trainee pathway into international wealth management. You will identify and engage with high-net-worth expatriate clients globally, introducing our service and connecting them with Private Wealth Advisers.

The company sponsors CISI Level 4 Diploma to progress toward Private Wealth Adviser in 2–3 years, with a clear progression path and strong global exposure.