Wealth Management Trainee: Path to Private Adviser

Prestige IFA Jobs; Greater London; Hybrid; GBP 24,000 - 28,000; Full time

Benefits offered by this job

£24,000 – £28,000 base salary

Uncapped commission

£40,000 – £50,000 Year 1 OTE

Hybrid working in London office

Industry recognised qualifications

Job summary

Prestige IFA Jobs represents a growing international wealth management client in London. We are seeking ambitious Business Development Executives to identify and engage high-net-worth international clients and introduce them to the wealth management proposition.

This trainee pathway into international financial services provides exposure to business development, wealth management and high-net-worth clients, with structured professional development and CISI Level 4 support to progress towards a

Qualifications

• Ambitious and commercially driven individuals with a proactive attitude.
• Excellent communication and interpersonal skills are essential.
• Experience in sales, recruitment, business development or a proactive client-facing environment is advantageous.

Responsibilities

• Identify and engage prospective international clients.
• Engage with potential clients via telephone, email and LinkedIn.
• Introduce prospective clients to wealth management services.
• Develop, generate and qualify new business opportunities.
• Arrange meetings between qualified prospects and Private Wealth Advisers.
• Develop and maintain strong professional relationships.
• Build knowledge of international wealth management and financial markets.
• Work towards relevant industry qualifications and professional development.

Skills

Ambitious

Commercially aware

Proactive

Excellent communication

Interpersonal skills

Lead generation

Tools

LinkedIn

Online directories

Job description

Prestige IFA Jobs represents a growing international wealth management client in London. We are seeking ambitious Business Development Executives to identify and engage high-net-worth international clients and introduce them to the wealth management proposition.

This trainee pathway into international financial services provides exposure to business development, wealth management and high-net-worth clients, with structured professional development and CISI Level 4 support to progress towards a