JJ SEARCH LIMITED
Business Development Executive , Sales , Desk Based , Investment Management
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Business Development Executive , Sales , Desk Based , Investment Management
Business Development Executive (Ultra High Net Worth Investment Management)
About the Company
An established Boutique Wealth Management firm, specialising in:
- Ultra High Net Worth ( HNW )
- Investment Management
The Role
This is a fantastic opportunity for a Business Development Executive to join a dynamic and entrepreneurial company, suitable for:
- Candidates with a can-do attitude
- Individuals eager to build a career in Financial Services
Key Responsibilities:
- Sell investment management company services confidently over the telephone.
- Establish strong relationships with financial advisors (IFAs).
- Participate in regular product training to maintain deep investment product knowledge.
- Work with the Business Development Manager to develop and nurture new client accounts via financial advisers.
- Upsell to existing clients, track their performance, and maintain high service standards.
- Collaborate on client lists and serve as first point of contact for select accounts.
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The Candidate
Requirements:
- 1–2+ years’ experience in Financial Services, ideally in Business Development or Telesales.
- Preferred candidates: keen on developing a career in Sales or Business Development.
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Attributes:
- Exceptional interpersonal skills, strong telephone confidence.
- Ability to build strong relationships with financial advisers.
- Proactive and self-driven, with a ‘can-do’ mentality.
- Resilience to manage:
- Conflicting priorities
- High workloads
- Rejection
- Client challenges (adapting responses accurately and constructively).
Technical Skills Reqd:
- Attention to detail for maintaining exceptional client service.
- Ability to engage effectively with IFAs (Independent Financial Advisers) and provide relevant solutions.
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