Private Wealth Business Development Manager

Alexander Daniels; United Kingdom, United Kingdom; On-site; GBP 60,000 - 90,000; Full time

Job summary

Alexander Daniels is seeking a commercially focused professional to support the growth of an established Private Wealth business in the United Kingdom. You will work closely with clients, intermediaries and advisers to strengthen relationships, identify opportunities and drive revenue growth, while delivering exceptional client service.

You will build and maintain relationships, support new business generation, and contribute to growth targets across multiple service lines, in a role that blends

Qualifications

• Proven business development experience within financial services or related sectors.
• Strong relationship management and client-facing commercial capabilities.
• Excellent communication, networking and stakeholder management skills.
• Strong commercial awareness with ability to identify growth opportunities.
• Attention to regulatory and governance considerations in financial services.

Responsibilities

• Build and maintain relationships with clients, intermediaries and advisers.
• Support new business generation and contribute to revenue targets.
• Identify cross-selling and referral opportunities across service lines.
• Produce commercial insights and support account planning and business development.
• Attend client meetings, networking events and industry functions to develop opportunities.
• Collaborate with internal stakeholders to understand client needs and deliver tailored solutions.
• Maintain CRM records and support relationship management initiatives.
• Ensure activities comply with regulatory, risk and governance requirements.

Skills

Business development

Relationship management

Client-facing

Commercial awareness

Job description

Join a leading professional services organisation in a commercially focused role supporting the growth of an established Private Wealth business. You’ll work closely with clients, intermediaries and professional advisers to strengthen relationships, identify new opportunities and contribute to revenue growth while delivering exceptional client service.

What You’ll Do

• Build and maintain relationships with clients, intermediaries and professional advisers.
• Support new business generation and contribute towards growth and revenue targets.
• Identify cross-selling and referral opportunities across multiple service lines.
• Produce commercial insights and support account planning and business development activities.
• Attend client meetings, networking events and industry functions to develop business opportunities.
• Work with internal stakeholders to understand client needs and deliver tailored solutions.
• Maintain CRM records and support relationship management initiatives.
• Ensure activities are conducted in line with regulatory, risk and governance requirements.

What You’ll Need

• Experience within private wealth, trust, fiduciary, family office, banking, wealth management or a related financial services environment.
• Proven business development, relationship management or client-facing commercial experience.
• Strong commercial awareness and ability to identify growth opportunities.
• Excellent communication, networking and stakeholder management skills.
• Understanding of regulatory and governance requirements within financial services.
• Professional, organised and collaborative approach with strong attention to detail.

Why Join?

• Opportunity to play a key role in the continued growth of a successful Private Wealth business.
• Exposure to high-value client relationships and professional networks.
• Commercially focused position with genuine opportunity to influence business growth.
• Broad exposure across multiple service lines and client sectors.
• Supportive environment offering professional development and long-term career progression.