Wealth Management Lead Gen Specialist

JPMorganChase; City of Edinburgh; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading financial services firm in Edinburgh is seeking an Analyst/Associate Business Development Consultant with proven experience in sales lead generation. The ideal candidate will excel in building relationships and identifying new business opportunities. This full-time role requires strong communication skills and the ability to work collaboratively in teams. Join us to contribute to the growth of our business development strategy and enjoy a supportive work environment with competitive salary and benefits.

Benefits

Competitive salary

Supportive work environment

Opportunities for professional growth

Qualifications

• Proven experience in sales lead generation within financial services or transferable skills.
• Strong communication and interpersonal skills to influence clients.
• Ability to work collaboratively in a team environment.

Responsibilities

• Develop and implement lead generation strategies for wealth managers.
• Engage proactively with clients to identify new business opportunities.
• Build strong relationships with potential clients.

Skills

Sales lead generation

Strong communication skills

Interpersonal skills

Self-motivated

Results-oriented

Education

Working towards QCF Level 4 qualification

Tools

CRM Software

Digital platforms for lead generation

Job description

A leading financial services firm in Edinburgh is seeking an Analyst/Associate Business Development Consultant with proven experience in sales lead generation. The ideal candidate will excel in building relationships and identifying new business opportunities. This full-time role requires strong communication skills and the ability to work collaboratively in teams. Join us to contribute to the growth of our business development strategy and enjoy a supportive work environment with competitive salary and benefits.