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 financial services, this could be for you.
The main focus of the role is to strategically target and then directly contact potential high net worth clients, before outlining the Guardian proposition to secure meetings for the Wealth Adviser you are working directly with. 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 to GWM (clients will come from several jurisdictions including USA, Germany, Australia and South Africa).
In tandem with the research and other technical stages within the onboarding and continued service of a client, a 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.
GWM also provide full support through the CISI examination process – an industry leading, financial services examination body. As a business, we ensure that all Wealth Advisers are at a Level 4 CISI standard as a minimum, and see it as good practice to continue this throughout the business.
All BDM’s are also placed on the Adviser Apprentice Scheme, where you will closely shadow a Senior Adviser to learn all of the stages within the wealth management process. Our Wealth Advisers provide advice on lifestyle financial planning to expatriates working all around the world.