Prestige IFA Jobs

Business Development Manager

Prestige IFA Jobs
Mumbai ₹ Not disclosed
Last week
Remote
70%
Job Match Score

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About the job

Position: Financial Advisor / IFA / Wealth Manager role. UK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements. **Business Development Manager Opportunity in International Wealth Management** The Business Development Manager role is integral to the overall success of the business, offering a strong platform for driven sales professionals looking to build a long-term career in wealth management. **About the Role** The primary focus of this position is to identify, engage, and develop relationships with high net worth expatriate clients living and working globally. You will introduce prospective clients to the firm’s wealth management proposition and connect them with qualified Senior Financial Planners. **Key Responsibilities** • Identify and target high net worth expatriate clients across global markets. • Conduct research to map corporate and socio-economic landscapes, identifying key prospects. • Engage potential clients via email, telephone, and in-person meetings. • Present the firm’s wealth proposition and generate qualified introductions. • Build and maintain a pipeline of new business opportunities. • Stay informed on global financial markets and current affairs impacting clients. • Develop business through both direct outreach and referrals. **Training & Career Progression** The firm places strong emphasis on professional development and qualifications. • Full support through the CISI qualification process. • Minimum standard of UK Level 4 Diploma across all advisers. • Access to an in-house Training Academy designed to develop future Financial Planners. • Opportunity to attend client meetings and receive direct mentorship from industry experts. • Clear pathway to transition into a Financial Planner role within approximately 6 months (subject to meeting requirements). **Desired Skills & Experience** • Proven track record in proactive sales and business development. • Ability to generate leads and convert new business opportunities. • Comfortable working with high net worth individuals. • Strong objection-handling skills. • Confident, articulate, and professional communication style. • Strong organisational, analytical, and problem-solving abilities. • Proficiency in Excel and other business tools. • Ability to stay updated on market trends and financial news. • Experience using multiple platforms for prospecting beyond LinkedIn. **Compensation & Benefits** • Competitive remuneration structure with strong earning potential. • Opportunity to earn a percentage of income generated from your client portfolio. • Potential to acquire equity stake in the business. • Established relationships with key strategic partners. • Global incentives and rewards for top performers. • Dedicated administrative and pension support teams. • Strong compliance infrastructure across multiple jurisdictions. **Additional Benefits** • Opportunity to progress into a Wealth Manager role. • Structured training and career development pathway. • Exposure to international markets and clients. • Collaborative and high-performance working environment.

Requirements

  • Business Development
  • Client Engagement
  • Sales Strategy
  • Financial Advisory
  • Wealth Management

Qualifications

  • 1 year of experience in financial telesales or a client-facing sales role

Preferred Technologies

  • Business Development
  • Client Engagement
  • Sales Strategy
  • Financial Advisory
  • Wealth Management

Benefits

  • Competitive remuneration structure
  • Opportunity to earn a percentage of income generated
  • Potential to acquire equity stake

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About the company

Prestige IFA Jobs specializes in international wealth management, focusing on delivering tailored financial solutions to high net worth individuals across global markets.

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