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- Tasks: Engage with high net worth clients and pitch our wealth management services.
- Company: Skybound Wealth Management is a global leader in financial services, dedicated to excellence.
- Benefits: Enjoy a competitive salary, commission, global incentives, and support for professional development.
- Why this job: Join a dynamic team, make an impact, and grow your career in a supportive environment.
- Qualifications: Proven sales experience, strong communication skills, and a passion for finance are essential.
- Other info: We value diversity and encourage applications from all backgrounds.
The predicted salary is between 24000 - 28000 £ per year.
The Business Development Associate position has a fundamental value to the overall success of the business, making it an excellent opportunity for someone who is driven to seek excellence in everything they do. If you are a successful sales or account management person or looking to build a new career in Wealth Management, this is the job for you.
The main focus of the role is to strategically target and then directly contact potential high net worth expat clients who are living, working and retiring globally, before outlining the Skybound Wealth proposition and introducing them to one of our qualified, Senior Financial Planners. This involves using a wide variety of sources to map both the corporate and socio-economic landscapes within the area you are focusing on, highlighting both British and other international executives.
It is very useful to know about how current affairs are affecting the financial markets due to the diverse client range associated with Skybound (clients will come from a number of jurisdictions including UK, USA, Germany, Australia and South Africa). In tandem with the research stage, a Skybound Wealth BDM is able to pitch potential clients over email, telephone or in person. An innate enjoyment of the sales process and confidence talking to a wide range of individuals is therefore key for this position.
Skybound also provide full support through the CISI examination process. As a business, we ensure that all Advisers are at a UK Level 4 Diploma standard as a minimum, and see it as good practice to continue this throughout the business.
Desired Skills and Experience:
- An individual with a proven and demonstrable track record within a pro-active sales and business development role
- Ability to generate leads and strategically develop new business, alongside continuing to develop business through referrals
- Comfortable dealing with high net worth individuals
- Ability to handle objections
- Strong, confident, eloquent phone manner
- Good soft skills (organised, Excel driven, analytical, flexible, pro-active, creative)
- The ability to keep up to date with market trends and latest financial news
- Ability to navigate through multiple business sites (not just LinkedIn but business sites, directories)
You will benefit from:
- A basic salary range of £24,000 to £28,000 plus commission £45k-£55k year 1 OTE
- Leads (alongside ones you generate yourself) through various data sources
- Warm relationships with key strategic partners across the industry
- Unrivalled quarterly events
- Global Skybound incentives for top performers
- Excellent administrative team to assist with business placement, including an internal pension team
- Internal compliance to the highest level of regulation in every jurisdiction
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Business Development Associate employer: Skybound Wealth Management
Contact Detail:
Skybound Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Associate
✨Tip Number 1
Familiarise yourself with the financial markets and current affairs that impact high net worth individuals. This knowledge will not only help you in conversations but also demonstrate your commitment to understanding the needs of potential clients.
✨Tip Number 2
Network strategically by attending industry events and engaging with professionals on platforms beyond LinkedIn. Building relationships with key players in wealth management can provide valuable insights and potential leads.
✨Tip Number 3
Practice your pitch! Whether it's over email, phone, or in person, being confident and eloquent is crucial. Role-playing with a friend or mentor can help you refine your approach and handle objections more effectively.
✨Tip Number 4
Stay organised and analytical in your approach to lead generation. Use tools like Excel to track your outreach efforts and results, which will help you identify what strategies are working best and where you need to improve.
We think you need these skills to ace Business Development Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales or account management. Emphasise any achievements in lead generation and business development, particularly with high net worth individuals.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of current financial market trends and how they relate to the potential clients you would be targeting.
Showcase Your Soft Skills: Highlight your soft skills in your application. Discuss your organisational abilities, analytical mindset, and creativity, as these are crucial for success in this role.
Demonstrate Industry Knowledge: Include examples of how you stay updated on market trends and financial news. This will show your commitment to understanding the socio-economic landscapes relevant to the clients you'll be working with.
How to prepare for a job interview at Skybound Wealth Management
✨Research the Company and Industry
Before your interview, make sure to thoroughly research Skybound Wealth Management and the wealth management industry. Understand their services, target clients, and current market trends. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Sales Experience
Be prepared to discuss your previous sales or account management experience in detail. Highlight specific achievements and how they relate to the role of a Business Development Associate. Use metrics to quantify your success, such as lead generation numbers or sales growth percentages.
✨Demonstrate Your Communication Skills
Since this role involves pitching to high net worth individuals, it's crucial to showcase your strong communication skills. Practice articulating your thoughts clearly and confidently, both verbally and in writing. Consider preparing a mock pitch to demonstrate your ability to engage potential clients.
✨Prepare for Objection Handling
Anticipate potential objections that clients might raise and prepare thoughtful responses. This will show your ability to handle challenges and reassure the interviewer of your problem-solving skills. Role-playing with a friend can help you refine your approach.
