Skybound Wealth Management Ltd is seeking an ambitious Business Development Associate to identify and engage with high-net-worth expatriate clients globally and connect them with Private Wealth Advisers. The role includes sponsoring CISI Level 4 Diploma training to progress into a Private Wealth Adviser position within 2–3 years.
Responsibilities include researching prospects, outreach via phone/email/LinkedIn, and booking meetings for advisers while building lasting professional relationships.
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Global Wealth BD Trainee: Path to Private Wealth Adviser employer: Skybound Wealth Management Ltd
Skybound Wealth Management is an exceptional employer, offering a dynamic work environment that fosters professional growth and collaboration across its global teams. With a strong commitment to employee development, competitive benefits, and the opportunity to engage with senior management and international clients, this role in Poole or London provides a unique chance to make a significant impact within a leading financial advisory firm. The company culture promotes inclusivity and continuous learning, making it an ideal place for investment professionals seeking meaningful and rewarding careers.
Contact Details:
Skybound Wealth Management Ltd Recruitment Team
