The Business Development Manager 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 person and looking for the platform 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.