Senior Director of Wealth & Investments Business Development

Aberdeen; Greater London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading investment firm in the UK is looking for a candidate to join their Retail team. The role involves proactive engagement with financial advisers, conducting client interactions, and managing opportunities within Salesforce. Excellent sales and communication skills are required along with knowledge in wealth management and financial regulations. The position offers competitive compensation, benefits, and opportunities for professional growth in an inclusive work environment.

Benefits

40 days annual leave

16% employer pension contribution

Discretionary performance-based bonus

Private healthcare

Flexible benefits including gym discounts

Qualifications

• Knowledge of the Adviser Industry Products platforms and regulations.
• Knowledge of Wealth Management the DFM Industry and Multi-Asset portfolio solutions.
• Excellent Communication Skills / Sales skills.
• Excellent track record in maintaining relationships with individuals at all levels.

Responsibilities

• Perform 80 meaningful client contacts per month with Salesforce notes.
• Generate and maintain client analysis using existing tools.
• Build a pipeline of sales opportunities within Salesforce.
• Support adviser meetings with notes and presentation materials.
• Attend events and seminars to cultivate client relationships.

Skills

Business Development

Sales Experience

Direct Sales

B2B Sales

Marketing

Sales Pipeline

Salesforce

Strategic Planning

Enterprise Sales

Negotiation

Lead Generation

Contracts

Education

IMC or similar industry qualifications

Tools

Salesforce

Job description

A leading investment firm in the UK is looking for a candidate to join their Retail team. The role involves proactive engagement with financial advisers, conducting client interactions, and managing opportunities within Salesforce. Excellent sales and communication skills are required along with knowledge in wealth management and financial regulations. The position offers competitive compensation, benefits, and opportunities for professional growth in an inclusive work environment.