An exciting opportunity for an experienced Business Development Executive to join one of the fastest-growing wealth management firms in the UK. We will reward you with uncapped commission, hybrid working and a great opportunity to grow a career in Wealth Advice. This role will see you connecting with prospects over the phone and coordinating meetings with our Wealth Advisers. This is a great foot in the door for anyone looking for a career in Wealth Management.
The role
This role is crucial to our business and is rewarded as such with an uncapped earnings structure. Targets are realistic and OTE earnings are between £35-40k per year. We will provide you with leads, you will articulate our service to prospective clients and arrange for them to meet our Wealth Advisers.
Each day you will;
Make a high volume of calls to leads provided by our marketing department - we don't cold call
Talk to clients and Advisers about wealth management with confidence
Organise meetings with our Wealth Advisers
Co-ordinate calendars and maintain accurate client information using a leading CRM
Work closely with our Advisers to win new business
We are looking for intelligent and articulate individuals, who are degree educated and have a highly professional work ethic. You will need to demonstrate that you can achieve and exceed targets.
Have a minimum of 12 months experience as a business development, sales executive or a relevant sales role preferably within B2C sales.
Work well under pressure.
Proven sales track record
Proficiency in MS Office and CRM software (e.g. Salesforce)
Communication and negotiation skills
Ability to build rapport with C-Suite level clients
Time management and planning skills
Apollo Private Wealth is committed to enabling you to do your best work, and to feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues feel empowered. Our promise is to build an inclusive culture and service, and to put our people first.
We believe in the spirit of ownership because our people take results personally and want to build something great together. We value talented individuals who aren’t afraid to be bold, resourceful, and committed. In return, we offer opportunities for the development and wealth creation for our people.
If you see yourself working for a company that allows you to excel at the speed of your talent, then a career at Apollo Private Wealth may be for you.
Apollo Private Wealth is a leading wealth management firm and multi-family office based in London managing wealth for private clients, families, and institutions. We offer a highly personal service of a partner-owned boutique to deliver exceptional client outcomes. You can find out more about the service that we offer our clients here - https://www.apolloprivatewealth.co.uk/what-we-do.
Highly Competitive Package The firm has a strong culture of developing and nurturing its colleagues The Business Development Executive role offers the following;
Basic Salary and general commission with OTE of £35,000 - £40,000+ per annum
Full time office based with potential to move to hybrid working when targets are achieve
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