Business Development Executive

Posted 3 Days Ago
Be an Early Applicant
London, Greater London, England, GBR
Hybrid
24K-50K Annually
Entry level
Financial Services
The Role
Trainee business development role focused on identifying and engaging high-net-worth expatriate clients, generating and qualifying leads via phone, email and LinkedIn, booking meetings for advisers, building relationships, and progressing toward industry qualifications to become a Private Wealth Adviser.
Summary Generated by Built In

About us

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and Dubai. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, tax, compliance and operations.

About the Role:

We’re looking for ambitious, commercially minded individuals to join Skybound Wealth Management as Business Development Executives. This is a trainee pathway into international wealth management, with clear progression to becoming a Private Wealth Adviser.

The focus of the role is to strategically identify and engage with high-net-worth expatriate clients globally, introduce our service and connect them with our Private Wealth Advisers.

Alongside your day-to-day work, the company will sponsor you to complete the CISI Level 4 Investment Advice Diploma, to support you in progressing as a Private Wealth Adviser yourself over a 2-3 year period.

Key Responsibilities:

  • Researching and identifying potential international clients

  • Contacting professionals via phone, email and LinkedIn

  • Introducing Skybound’s wealth management proposition

  • Generating and qualifying new business opportunities

  • Booking in meetings for experienced Private Wealth Advisers

  • Building long-term professional relationships

  • Working towards industry qualifications

Desired Skills and Experience:

  • Confident communication skills

  • Strong commercial awareness and proactivity

  • A proven track record within a pro-active sales, recruitment or business development environment is preferred

  • An ability to generate leads and strategically develop new business

  • Comfortable dealing with high-net-worth individuals

  • An interest in financial markets and current affairs

  • Experience navigating through business sites, such as LinkedIn, company directories

Key Benefits:

  • A basic salary of £24,000 to £28,000, plus an uncapped commission structure

  • £40-50k year 1 OTE

  • Clear progression into a Private Wealth Adviser role

  • Full support through industry-recognised qualifications

  • Fantastic exposure within a growing global firm

  • International incentives for top performers

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.

Skills Required

  • Confident communication skills
  • Strong commercial awareness and proactivity
  • Proven track record within a pro-active sales, recruitment or business development environment
  • Ability to generate leads and strategically develop new business
  • Comfortable dealing with high-net-worth individuals
  • Interest in financial markets and current affairs
  • Experience navigating business sites such as LinkedIn and company directories
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The Company
150 Employees
Year Founded: 2000

What We Do

Skybound Wealth Management is an international independent financial advisory and wealth management group serving internationally connected individuals and families. It provides tailored financial advice and bespoke plans covering investments, pensions, property, inheritance planning, international moves, and long-term financial security. The company combines global reach, local insight, and specialist teams in wealth planning, compliance, and operations across the UK, USA, Switzerland, Europe, and Middle East.

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