Wealth Management BD Specialist — Grow Client Base in London
Wealth Management BD Specialist — Grow Client Base

Wealth Management BD Specialist — Grow Client Base in London

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Drive new business revenue and expand the client base in wealth management.
  • Company: Prestigious wealth management firm located in the City of London.
  • Benefits: Career advancement potential and support for industry qualifications.
  • Why this job: Join a dynamic team and make a real impact in wealth management.
  • Qualifications: Minimum of 3 years experience in business development and outbound sales.

The predicted salary is between 43200 - 72000 £ per year.

A prestigious wealth management firm in the City of London is seeking an experienced Business Development professional to drive new business revenue and expand the client base. You will utilize your outbound sales skills and work closely with Financial Advisors. If you have a minimum of 3 years of experience and are keen to undertake industry qualifications, this is an exciting opportunity with ample career advancement potential.

Wealth Management BD Specialist — Grow Client Base in London employer: Independent Resourcing Consultancy Ltd

Join a prestigious wealth management firm in the heart of the City of London, where you will thrive in a dynamic work culture that values innovation and collaboration. With a strong focus on employee growth, we offer comprehensive training and support for industry qualifications, ensuring you have the tools to excel in your career. Our commitment to fostering a rewarding environment makes us an exceptional employer for those looking to make a meaningful impact in the financial sector.
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Contact Detail:

Independent Resourcing Consultancy Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Management BD Specialist — Grow Client Base in London

Tip Number 1

Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Wealth Management BD Specialist role.

Tip Number 2

Showcase your outbound sales skills! Prepare some success stories from your previous roles that highlight how you’ve driven new business revenue. We want to see how you can bring that magic to our team!

Tip Number 3

Don’t forget to follow up! After meeting someone or having an interview, drop them a quick message to thank them for their time. It keeps you on their radar and shows you’re genuinely interested in the position.

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to apply directly!

We think you need these skills to ace Wealth Management BD Specialist — Grow Client Base in London

Business Development
Outbound Sales Skills
Client Relationship Management
Financial Advisory Knowledge
Industry Qualifications
Communication Skills
Networking Skills
Sales Strategy Development
Market Research
Negotiation Skills
Analytical Skills
Presentation Skills
Customer Service Orientation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in business development and sales. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your background makes you the perfect fit for our team. Keep it engaging and personal.

Showcase Your Outbound Sales Skills: Since this role focuses on driving new business revenue, make sure to highlight your outbound sales experience. We love seeing specific examples of how you've successfully expanded client bases in the past.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!

How to prepare for a job interview at Independent Resourcing Consultancy Ltd

Know Your Numbers

As a Wealth Management BD Specialist, you'll need to demonstrate your understanding of financial metrics and sales performance. Brush up on key figures from your previous roles, such as revenue growth percentages and client acquisition rates, so you can confidently discuss your achievements.

Research the Firm

Before the interview, take some time to research the wealth management firm thoroughly. Understand their services, target market, and recent news. This will not only help you tailor your answers but also show your genuine interest in the company and its goals.

Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and sales strategies. Think of specific examples from your past experience where you've successfully driven new business or expanded a client base, and be ready to explain your thought process and outcomes.

Show Enthusiasm for Learning

Since the job description mentions undertaking industry qualifications, express your eagerness to learn and grow within the role. Share any relevant courses or certifications you're considering, and highlight how they align with your career goals in wealth management.

Wealth Management BD Specialist — Grow Client Base in London
Independent Resourcing Consultancy Ltd
Location: London

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