The 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 salesperson and looking for a platform to build a new career in Wealth Management, this is the job for you.
The focus of the role is to strategically target and then directly contact potential expat clients who are living and working 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. It is important to be in tune with the current affairs that are influencing financial markets due to the diverse and global client base.
In tandem with client prospecting, a Skybound Wealth Associate will approach potential clients over email, telephone or in person. An innate enjoyment of the sales process and confidence in talking to a wide range of individuals is therefore key for this position.
Skybound also provides full support through the examination process of a variety of qualification routes. As a business, we ensure that all Financial Planners 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 aproactive 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 instinctually
- Strong, confident, eloquent phone manner
- Good soft skills (organized- Excel driven, analytical, flexible, pro-active,creative)
- The ability to keep up to date with market trends and the latest financialnews.
- Ability to navigate through multiple business sites (not just LinkedIn butbusiness sites, and directories).
You will benefit from:
- A basic salary relevant to the current, with commissions dependent on salary
- Leads (alongside self-generated) 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