Business Development Manager

W1 Investment Group

View: 102

Update day: 08-07-2022

Location: Marbella Málaga

Category: Other


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Job content

If you are a superb communicator and are strongly career minded, this is a superb entry level role for those starting in the industry and looking to progress into being a qualified financial planner.

We are looking for individuals who can present our investment offerings to prospective clients across the globe.This exciting opportunity is for those who wish to pursue a career in the Finance industry. We recruit, train and develop the best.

This is an employed, salaried position with an uncapped rewards structure.

If you have a target driven personality, excellent communication skills (fluent in English), the ability to adapt to a fast-paced environment and the determination to succeed – we want to hear from you.

About Us

We are a British owned global wealth management company with offices based in UK, Switzerland, Belgium, Spain and Doha. W1 Investment Group is locally regulated in the UK, Cyprus, USA, Gibraltar & Switzerland.

W1 Investment Group are independent financial advisers specialising in retirement planning, pension consultancy (including DB transfers), investment planning and wealth protection. You can see full details of our services on our website

Due to the recent times we have adapted the business so we can now operate on zoom/teams and we are also recruiting remote workers. Currently we can operate and offer our services through Europe, US, Switzerland, Middle East and Far East.

The ongoing training and development are designed to prepare our Associates for a transition into a successful financial planner with W1 Investment group.

Your Role

Working closely with a financial advisor you will be responsible for finding new business, growing, retaining and prospecting new clients.

We deal with the clients from the expat community as well as HNW and UNHW clients all over the world. You will be researching and contacting the relevant people all over the world to build relationships and manage new business pipeline. Additionally, preparing reports and relevant paperwork.

What do you need?

Interest in pursuing a career as a Private Wealth Advisor.

Ability to work in a fast-paced environment and think clearly under pressure.

Ambitious and self-motivated.

Strong interest in the financial advisory market.

Thrive in a client facing environment.

Entrepreneurial spirit coupled with a desire to work in a team-oriented environment.

Strong interpersonal skills and ability to build and foster a strong network of relationships.

University degree ideal but not required.

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