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About the Role
This trainee role offers a pathway into international wealth management, with clear progression to becoming a Private Wealth Adviser. The focus is to strategically identify and engage with high-net-worth expatriate clients globally, introduce services, and connect them with Private Wealth Advisers. The company will sponsor CISI Level 4 Investment Advice Diploma completion over 2-3 years.
Responsibilities
- Researching and identifying potential international clients
- Contacting professionals via phone, email and LinkedIn
- Introducing Skybound’s wealth management proposition
- Generating and qualifying new business opportunities
- Booking in meetings for experienced Private Wealth Advisers
- Building long-term professional relationships
- Working towards industry qualifications
Requirements
- A proven track record within a pro-active sales, recruitment or business development environment is preferred
- An ability to generate leads and strategically develop new business
- Comfortable dealing with high-net-worth individuals
- An interest in financial markets and current affairs
- Experience navigating through business sites, such as LinkedIn, company directories
Skills
- Confident communication skills
- Strong commercial awareness and proactivity
Location
- Global
Work Type
- Full-time
Experience Level
- Trainee
- Entry-level
Education Level
- CISI Level 4 Investment Advice Diploma
Salary/Compensations
- £24,000 to £28,000 basic salary
- Uncapped commission structure
- £40-50k year 1 OTE
Benefits
- Clear progression into a Private Wealth Adviser role
- Full support through industry-recognised qualifications
- Fantastic exposure within a growing global firm
- International incentives for top performers
About the Company
- Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and Dubai.
- We provide tailored financial advice to international clients, supported by expert teams across wealth planning, tax, compliance and operations.
Equal Opportunity
- Skybound Wealth Management is committed to fostering a diverse and inclusive workplace.
- We welcome applications from all qualified candidates regardless of background.