Business Development Manager – Wealth Management - £Exc

This highly successful, financial planning and discretionary investment management firm is currently recruiting for a Business Development Manager to join their HNW Sales team. The successful candidate will be proactive, persuasive, and able to clearly articulate the value of wealth management services, ensuring they consistently meet or exceed sales targets, primarily through consultative telephone techniques. You will ideally enjoy working as part of a close knit team and thrive in a fast-paced, sales, environment.

Roles & Responsibilities

Making high quality sales calls to High-Net-Worth Individuals (HNWI).
Developing and managing a structured sales pipeline, ensuring effective tracking of leads, prospects, and sales activities to meet revenue and growth targets.
Supporting on, and leading campaigns to re-engage potential leads through a ‘Warm’ prospect base.
Running regular pipeline appraisal sessions with financial advisers, providing guidance on leads passed to them, evaluating performance, and ensuring alignment with business development goals for optimal client conversion.
Conducting thorough market research and competitor analysis to inform business development strategies and maintaining a competitive edge in the wealth management space.
Organising and delivering educational webinars and seminars on wealth management topics. This should aim to effectively engage prospective and current clients whilst demonstrating thought leadership and promoting the firm’s services.

Experience & Qualifications

Ideally have a minimum of 3 years of experience in wealth management sales.
Have a strong track record in driving revenue growth by consistently introducing high-potential leads through effective consultative telephone selling techniques.
Be skilled at building and establishing short-term relationships with high-net-worth individuals over the phone.
Have a comprehensive understanding of investment products, financial planning, tax strategies, and estate planning to identify client need to engage with the Client’s services.
Have proven ability to identify additional business opportunities and partnerships, expanding the firm’s lead flow through networking, referrals, and strategic marketing initiatives.
Be proficient in using CRM systems (e.g., Microsoft Dynamics) to track, monitor, and analyse sales activities and pipeline metrics, ensuring real-time reporting and forecasting accuracy.
Be skilled in creating and delivering detailed sales reports, KPIs, and performance metrics to leadership, offering insights for ongoing improvement and strategy refinement.
Ideally have a strong understanding of regulatory frameworks in wealth management, ensuring all sales and business development activities adhere to compliance standards.
Have a degree level education with a minimum 2:1 grade.
Be organised and able to prioritise and manage workload.
Be a strong team player and value attention to detail.

To hear more about this exciting opportunity, please contact Karen Consalvi on 020 7847 8874 or email your CV to karen@meredithbrown.com

Ref: KC1075835

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.