London Wealth & Advisory BDM – Investment Services
London Wealth & Advisory BDM – Investment Services

London Wealth & Advisory BDM – Investment Services

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
Q

At a Glance

  • Tasks: Promote investment products and drive new business opportunities with financial advisers.
  • Company: Leading UK wealth management firm with a focus on tailored investment solutions.
  • Benefits: Competitive salary, professional development, and a dynamic work environment.
  • Why this job: Join us to make a real impact in the wealth management industry.
  • Qualifications: Level 4 qualification (CISI, CFA or equivalent) and collaborative experience.
  • Other info: Strong self-organisation skills and a proactive approach are essential.

The predicted salary is between 36000 - 60000 £ per year.

A leading UK wealth management firm is seeking a Business Development Manager based in London. This role involves promoting discretionary investment products to financial advisers and driving new business opportunities.

The ideal candidate will have a Level 4 qualification (CISI, CFA or equivalent) and experience working collaboratively with Investment Managers. Strong self-organisation skills and a proactive approach are essential.

Join us to contribute to our mission of delivering tailored investment solutions.

London Wealth & Advisory BDM – Investment Services employer: Quilter

As a leading UK wealth management firm, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our London office offers a collaborative environment where you can thrive alongside experienced professionals, while enjoying competitive benefits and the opportunity to make a meaningful impact in the investment services sector.
Q

Contact Detail:

Quilter Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land London Wealth & Advisory BDM – Investment Services

Tip Number 1

Network like a pro! Reach out to financial advisers and investment managers on LinkedIn. A friendly message can open doors and lead to potential opportunities.

Tip Number 2

Showcase your expertise! Prepare a short presentation or case study about how you've successfully promoted investment products in the past. This will help you stand out during interviews.

Tip Number 3

Stay organised! Use tools like calendars and task lists to keep track of your applications and follow-ups. A proactive approach shows you're serious about landing that BDM role.

Tip Number 4

Apply through our website! We love seeing candidates who take the initiative. Plus, it gives you a chance to showcase your enthusiasm for our tailored investment solutions.

We think you need these skills to ace London Wealth & Advisory BDM – Investment Services

Business Development
Discretionary Investment Products
Financial Advisers Engagement
New Business Opportunities
Level 4 Qualification (CISI, CFA or equivalent)
Collaboration with Investment Managers
Self-Organisation Skills
Proactive Approach
Tailored Investment Solutions

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your Level 4 qualification and any relevant experience in wealth management. We want to see how your background aligns with the role, so don’t be shy about showcasing your skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about promoting discretionary investment products and how your proactive approach can drive new business opportunities for us.

Showcase Collaboration Skills: Since this role involves working closely with Investment Managers, make sure to mention any past experiences where you’ve successfully collaborated with others. We love seeing teamwork in action!

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. Don’t miss out!

How to prepare for a job interview at Quilter

Know Your Investment Products

Make sure you have a solid understanding of the discretionary investment products you'll be promoting. Research the firm's offerings and be ready to discuss how they can benefit financial advisers and their clients.

Showcase Your Qualifications

Highlight your Level 4 qualification and any relevant experience during the interview. Be prepared to explain how your background aligns with the role and how it equips you to drive new business opportunities.

Demonstrate Collaboration Skills

Since working with Investment Managers is key, come prepared with examples of how you've successfully collaborated in the past. This will show that you can work effectively within a team to achieve common goals.

Be Proactive and Organised

Exhibit your self-organisation skills by discussing how you manage your time and prioritise tasks. Share specific strategies you use to stay proactive in identifying and pursuing new business leads.

London Wealth & Advisory BDM – Investment Services
Quilter
Location: London

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

Q
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>