Liverpool Wealth Advisory BDM

Liverpool Wealth Advisory BDM

Liverpool 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 required.

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 opportunities.

Tip Number 2

Showcase your expertise! Prepare a portfolio or presentation that highlights your experience in financial advice and how you’ve driven business growth in the past. This will help you stand out when meeting potential employers or clients.

Tip Number 3

Practice your pitch! Whether it’s a casual chat or a formal interview, being able to clearly articulate your value proposition is key. Make sure you can confidently explain how you can help advisers meet their needs and drive new business.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Business Development Manager role. Plus, applying directly shows your enthusiasm and commitment to joining our vibrant team at Quilter Cheviot.

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 is tailored to the Business Development Manager role. Highlight your Level 4 financial services qualification and any relevant experience in financial advice. We want to see how you can drive new business opportunities!

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 skills align with our goals at Quilter Cheviot. Let us know what makes you the perfect fit for our vibrant team.

Showcase Your Relationship Management Skills:Since managing relationships with advisers is key, make sure to highlight your experience in this area. Share specific examples of how you've successfully built and maintained professional relationships 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 don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!

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.

Showcase Your Business Development Skills

Be ready to talk about specific strategies you've used to drive new business opportunities. Highlight any key performance indicators you've met or exceeded in previous roles to illustrate your success.

Understand the Company Culture

Quilter Cheviot values a vibrant team atmosphere, so do a bit of research on their company culture. Be prepared to discuss how you can contribute to this environment and why you’re excited about joining their team.