Business Development Executive, Wealth Management, London Business Development Executive, Wealth Management,  …

Non-disclosed
in London, United Kingdom
Permanent, Full time
Last application, 30 Nov 21
£Competitive
Non-disclosed
in London, United Kingdom
Permanent, Full time
Last application, 30 Nov 21
£Competitive
Our Client, a leading UK wealth management business Looking for a driven and ambitious, junior business development/Sales executive to join their private client/wealth business. This is an excellent role for someone looking to continue building their career in a well respected Wealth Manager.

Responsibilities

  • Identifying Business development and proactive sales opportunities within the private wealth space
  • Identifying clients needs and appropriately aligning with relative product/solution
  • Dealing with inbound new business queries. 
  • coordinating meetings, emails and client follow ups
  • Develop high level knowledge of company strategies and products 
  • Work closely and support senior business development manager
  • Maintain and update CRM system


Requirements 

  • Undergraduate degree
  • Minimum 3 years previous Financial Services sales experience
  • CISI - Investment Advice Diploma (IAD) required 
  • Excellent communication skills
  • Excellent Microsoft office skills (Word/Powerpoint/Excel etc) 
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