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About us
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.
About the Role:
The Business Development Executive 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:
You will benefit from:
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
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