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About the Role
Manage the day-to-day performance, activity, and output of the Business Development Associate team in London, while also contributing directly to business development. This player-coach role involves leading, coaching, and developing the team, alongside hands-on prospecting, outbound calling, and meeting generation.
Responsibilities
- Manage the day-to-day activity, performance, and output of the Business Development Associate team in London.
- Monitor KPIs, call activity, outreach volumes, meeting bookings, conversion rates, and adviser support levels.
- Provide regular feedback, coaching, and guidance to improve individual and team performance.
- Support the Regional Manager for Europe in driving consistency, accountability, and commercial focus.
- Form part of the local leadership team and join weekly Team Leader calls.
- Help embed strong habits around prospecting, follow-up, pipeline management, and adviser communication.
- Identify underperformance early and support appropriate improvement plans.
- Lead by example by remaining actively involved in day-to-day business development activity.
- Balance personal business development responsibilities with team leadership, coaching, and performance management.
- Personally undertake business development activity, including researching prospects, making outbound calls, conducting follow-ups, and generating qualified meetings.
- Maintain an active personal contribution to business development alongside supporting and developing the wider team.
- Help develop effective outreach approaches across phone, email, LinkedIn, and other professional channels.
- Ensure opportunities are properly qualified before being passed to Private Wealth Advisers.
- Support the team in building long-term professional relationships with prospective clients and introducers.
- Maintain a strong understanding of Skybound’s proposition, target markets, and adviser requirements internationally.
- Work closely with advisers and regional management to understand business development priorities.
- Ensure Business Development Associates are aligned to adviser needs and are supporting the right markets, campaigns, and client profiles.
- Help improve communication between Business Development Associates, advisers, and regional leadership.
- Track outputs and provide clear reporting on activity, meetings booked, and pipeline contribution.
- Support the development of best practice across Team Horizon.
- Provide day-to-day office oversight for the London Business Development Associate team.
- Support attendance, punctuality, professionalism, and general office standards.
- Work with other team leaders to maintain a positive, focused, and high-performance office environment.
- Help onboard, train, and integrate new Business Development Associates into the team.
- Promote Skybound’s values, culture, and standards across the London office.
Requirements
- Strong experience in personally carrying out outbound business development activity, including prospecting and calling within a Wealth Management environment.
- Strong understanding of outbound business development activity and KPI-led sales environments.
- Confident communication skills, with the ability to motivate others and hold people accountable.
- Strong commercial awareness and a proactive, results-driven approach.
- Ability to analyse activity, identify performance gaps, and implement practical improvements.
- Comfortable working with advisers, managers, and senior stakeholders.
- Experience using LinkedIn, CRM systems, company directories, or other prospecting tools would be advantageous.
- Experience managing, mentoring, or informally leading others would be highly beneficial.
Skills
- Business Development
- Team Leadership
- Performance Management
- Coaching
- Prospecting
- Outbound Calling
- Meeting Generation
- KPI Monitoring
- CRM Systems
Location
- London
Work Type
- Full-time
Experience Level
- Team Leader
- Business Development Experience
- Management Experience
Salary/Compensations
- Competitive basic salary, depending on experience.
- Commission structure based on personal business development output.
- Additional bonus structure based on team performance, retention and development.
Benefits
- Opportunity to progress within a growing international wealth management business.
- Exposure to multiple European markets including the UK, Switzerland, Spain, Portugal and Cyprus.
- Supportive, ambitious and commercially focused team environment.
- Fantastic exposure to advisers, regional management and senior leadership.
- Opportunity to play a key role in developing the next generation of Skybound advisers.
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.
- As the business continues to grow across Europe, we are looking for a commercially driven Business Development Team Leader to join Team Horizon and support the continued development of our Associate team in London.
Equal Opportunity
- Skybound Wealth Management is committed to fostering a diverse and inclusive workplace.
- We welcome applications from all qualified candidates regardless of background.