Your mission
We are seeking a skilled Business Development Executive who thrives in a high-energy, goal-driven environment.
The ideal candidate will have a successful background in outbound sales, with a natural talent for engaging clients and building strong connections. Adaptability and a proactive approach are essential for excelling in our dynamic workplace.
Main Duties and Responsibilities:- Prospect/Client Engagement: Engage in conversations with prospects to understand their unique needs through a comprehensive fact-finding process. Your objective will be to connect each prospect with an APW Wealth Adviser.
- Appointment Booking: Schedule appointments between prospects and wealth advisers, ensuring a smooth and efficient process to address prospects' financial enquiries.
- Attention to Detail: Demonstrate professionalism and keen attention to detail by matching each prospect with the adviser best suited to their specific situation and keeping record updated on our CRM software.
- Team Support: Provide ad hoc support to the wider team beyond appointment booking, showcasing strong teamwork and precision.
We are looking for someone who is quick on their feet, consistently ensuring that each client leaves with a positive impression of Apollo Private Wealth's high-quality service.
While experience in financial services is preferred, it’s your enthusiasm, ambition and professionalism that matter most to us. We will equip you with all the tools and training needed to thrive in your role at Apollo Private Wealth
Your profile
We are looking for intelligent and articulate individuals, who are degree educated and have a highly professional work ethic.
You will need to demonstrate that you can achieve and exceed targets.
- Have a minimum of 12 months experience as a business development, sales executive or a relevant sales role preferably within B2C sales.
- Proven sales track record
- Are motivated by targets
- Have a passion for Financial Advice and an ambition to grow your career in this space
- Proficiency in MS Office and CRM software (e.g. Salesforce)
- Communication and negotiation skills
- Ability to build rapport with C-Suite level clients
- Time management and planning skills
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Why us?
Apollo Private Wealth is committed to enabling you to do your best work, and to feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues feel empowered. Our promise is to build an inclusive culture and service, and to put our people first.
We believe in the spirit of ownership because our people take results personally and want to build something great together. We value talented individuals who aren’t afraid to be bold, resourceful, and committed. In return, we offer opportunities for the development and wealth creation for our people.
If you see yourself working for a company that allows you to excel at the speed of your talent, then a career at
Apollo Private Wealth may be for you.
Apollo Private Wealth is a leading wealth management firm and multi-family office based in London managing wealth for private clients, families, and institutions. We offer a highly personal service of a partner-owned boutique to deliver exceptional client outcomes.
You can find out more about the service that we offer our clients here -
https://www.apolloprivatewealth.co.uk/what-we-do.
Highly Competitive PackageThe firm has a strong culture of developing and nurturing its colleaguesThe Business Development Executive role offers the following;- Basic Salary of £25,500 - £30,000 dependent on previous experience
- Target based commission scheme
- 24 days holiday, increasing with service
- Birthday Day (additional paid day off)
- 5% matched Employer Pension Contribution
- Medicash health care plan
- Death in Service policy
- Income Protection policy
- This role is office based with remote working offered on a Friday
- Structured learning and development support
- Clear route to becoming a Wealth Adviser
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About us
We believe our people are our greatest asset and we will be judged by the quality of people we recruit and retain.
We believe in the spirit of ownership because our people take results personally and want to build something great together. We value talented individuals who aren’t afraid to be bold, resourceful, and committed.
If you see yourself working for a company that allows you to excel at the speed of your talent, then a career at Apollo Private Wealth may be for you.
