Liverpool Wealth Advisory BDM

Liverpool Wealth Advisory BDM

Full-Time 50000 - 65000 € / year (est.) No home office possible
Quilter Cheviot

At a Glance

  • Tasks: Drive new business opportunities and manage relationships with financial advisers.
  • Company: Join Quilter Cheviot, a leader in wealth management.
  • Benefits: Enjoy private medical insurance, pension scheme, and a lucrative incentive scheme.
  • Other info: Dynamic role with excellent career growth potential.
  • Why this job: Make a significant impact in the wealth management sector with a vibrant team.
  • Qualifications: Level 4 financial services qualification and experience in financial advice.

The predicted salary is between 50000 - 65000 € per year.

Quilter Cheviot is seeking a Business Development Manager in Liverpool to promote its discretionary investment offerings to financial advisers. The role demands Level 4 financial services qualification and experience in financial advice.

Responsibilities include:

  • Driving new business opportunities
  • Managing relationships with advisers
  • Meeting key performance indicators

Attractive benefits include private medical insurance, pension scheme, and a lucrative incentive scheme. Join a vibrant team making a significant impact in wealth management.

Liverpool Wealth Advisory BDM employer: Quilter Cheviot

Quilter Cheviot is an excellent employer, offering a dynamic work culture in Liverpool that fosters collaboration and innovation within the wealth management sector. Employees benefit from comprehensive perks such as private medical insurance and a robust pension scheme, alongside ample opportunities for professional growth and development. Join our vibrant team and make a meaningful impact while enjoying a rewarding career in financial services.

Quilter Cheviot

Contact Detail:

Quilter Cheviot Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Liverpool Wealth Advisory BDM

Tip Number 1

Network like a pro! Get out there and connect with financial advisers in your area. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building those relationships can open doors to new business opportunities.

Tip Number 2

Showcase your expertise! Prepare a killer pitch that highlights your Level 4 qualification and experience in financial advice. Be ready to discuss how you can drive new business and meet KPIs. Confidence is key, so practice makes perfect!

Tip Number 3

Follow up! After meeting potential clients or advisers, send a quick email to thank them for their time and reiterate your interest. A little persistence goes a long way in the world of business development.

Tip Number 4

Apply through our website! We’ve got all the info you need about the role and benefits. Plus, applying directly shows your enthusiasm for joining our vibrant team at Quilter Cheviot. Don’t miss out on this opportunity!

We think you need these skills to ace Liverpool Wealth Advisory BDM

Level 4 Financial Services Qualification
Experience in Financial Advice
Business Development
Relationship Management
New Business Opportunities
Key Performance Indicators (KPIs)
Wealth Management Knowledge

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your Level 4 financial services qualification and relevant experience in financial advice. We want to see how your background aligns with the role of Business Development Manager, so don’t hold back on 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 you can drive new business opportunities for Quilter Cheviot. Let us know what makes you the perfect fit for our vibrant team.

Showcase Relationship Management Skills:Since managing relationships with advisers is key, make sure to include examples of how you've successfully built and maintained professional relationships in the past. We love seeing how you can connect with others and drive results!

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 – just follow the prompts!

How to prepare for a job interview at Quilter Cheviot

Know Your Financial Stuff

Make sure you brush up on your financial services knowledge, especially around discretionary investment offerings. Being able to discuss these confidently will show that you're not just qualified but also genuinely interested in the role.

Build Rapport with Advisers

Since the role involves managing relationships with financial advisers, think about how you can demonstrate your relationship-building skills. Prepare examples of how you've successfully managed client relationships in the past and be ready to share them.

Set Clear Goals

Understand the key performance indicators for the role and think about how you would approach meeting them. Be prepared to discuss your strategies for driving new business opportunities and how you plan to achieve success in this area.

Show Enthusiasm for the Team

Quilter Cheviot is looking for someone who can make a significant impact in wealth management. Show your enthusiasm for joining a vibrant team by discussing what excites you about their mission and how you can contribute to their goals.