Wealth Management Growth Lead — Liverpool (BDM)
Wealth Management Growth Lead — Liverpool (BDM)

Wealth Management Growth Lead — Liverpool (BDM)

Liverpool Full-Time 50000 - 65000 £ / year (est.) No home office possible
Quilter plc

At a Glance

  • Tasks: Promote investment management services and drive business opportunities with financial advisers.
  • Company: Join Quilter plc, a leader in wealth management with a dynamic team.
  • Benefits: Enjoy competitive benefits and a commitment to your professional growth.
  • Why this job: Make a real impact on clients' financial futures while developing your career.
  • Qualifications: Level 4 qualification and experience in financial services required.

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

Quilter plc is seeking a Business Development Manager in Liverpool to promote investment management services to financial advisers. The role requires a Level 4 qualification and experience in financial services. You will set annual targets, drive business opportunities, and maintain strong relationships with advisers. This is an exciting opportunity in a dynamic team with competitive benefits and a commitment to creating secure financial futures for clients.

Wealth Management Growth Lead — Liverpool (BDM) employer: Quilter plc

Quilter plc is an excellent employer, offering a vibrant work culture in Liverpool that fosters collaboration and innovation. With competitive benefits and a strong focus on employee growth, you will have the opportunity to develop your skills while making a meaningful impact in the financial services sector. Join us to be part of a dynamic team dedicated to securing financial futures for our clients.
Quilter plc

Contact Detail:

Quilter plc Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Management Growth Lead — Liverpool (BDM)

Tip Number 1

Network like a pro! Reach out to financial advisers and industry contacts on LinkedIn. A personal connection can make all the difference when you're vying for that Business Development Manager role.

Tip Number 2

Showcase your expertise! Prepare a portfolio or presentation that highlights your achievements in driving business opportunities and setting targets. This will help you stand out during interviews.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your pitch. Focus on how you can maintain strong relationships with advisers, as that's key for this role.

Tip Number 4

Apply through our website! We want to see your application directly, so don’t hesitate to submit your details there. It shows initiative and helps us get to know you better.

We think you need these skills to ace Wealth Management Growth Lead — Liverpool (BDM)

Business Development
Investment Management
Financial Services Knowledge
Level 4 Qualification
Target Setting
Relationship Management
Sales Skills
Opportunity Identification
Team Collaboration
Client Engagement

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Wealth Management Growth Lead role. Highlight your Level 4 qualification and any relevant experience in financial services. We want to see how your skills align with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about promoting investment management services and how you can drive business opportunities. Let us know what makes you the perfect fit for our dynamic team.

Showcase Your Relationship-Building Skills: Since maintaining strong relationships with advisers is key, make sure to include examples of how you've successfully built and nurtured professional relationships in the past. We love seeing real-life examples!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!

How to prepare for a job interview at Quilter plc

Know Your Numbers

As a Business Development Manager, you'll need to demonstrate your understanding of financial metrics. Brush up on key performance indicators relevant to investment management and be ready to discuss how you've met or exceeded targets in the past.

Build Rapport with Advisers

Since maintaining strong relationships with advisers is crucial, think of examples where you've successfully built and nurtured professional relationships. Be prepared to share specific strategies you used to engage and retain clients.

Showcase Your Qualifications

With a Level 4 qualification being essential, make sure you highlight this early in the conversation. Discuss how your qualifications have equipped you to handle complex financial scenarios and how they can benefit Quilter plc.

Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and ability to drive business opportunities. Practice articulating your thought process and decision-making strategies in response to hypothetical situations related to wealth management.

Wealth Management Growth Lead — Liverpool (BDM)
Quilter plc
Location: Liverpool

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