Business Development Associate (Trainee Wealth Management)

Location: London, UK (Hybrid)

Salary: Competitive Basic Salary + Uncapped Commission (OTE: £40,000–£50,000 in Year One)

Launch Your Career in Wealth Management

Our client is a well-established international financial services organisation seeking ambitious, commercially driven individuals to join its growing Business Development team in London.

This is an exceptional opportunity for someone looking to build a long-term career within wealth management. The successful candidate will follow a structured development programme with full sponsorship towards the CISI Level 4 Investment Advice Diploma, providing a clear pathway into a Private Wealth Adviser position within approximately 2–3 years.

If you're motivated by building relationships, generating new business and working within a high-performance, professional environment, this role offers outstanding career progression and earning potential.

The Opportunity

As a Business Development Associate, you will be responsible for identifying and engaging prospective high-net-worth and internationally connected clients, introducing the firm's wealth management services and arranging appointments for experienced Private Wealth Advisers.

This is a consultative business development role where your success will directly contribute to your future progression into an advisory career.

Key Responsibilities

• Research and identify prospective clients through a variety of professional channels.
• Develop new business opportunities via telephone, email and LinkedIn.
• Introduce prospective clients to the firm's wealth management services.
• Qualify opportunities and arrange meetings for experienced Private Wealth Advisers.
• Build and maintain long-term professional relationships.
• Work towards individual business development targets.
• Study towards the CISI Level 4 Investment Advice Diploma, fully sponsored by the company.

About You

We're looking for motivated individuals who possess:

• Excellent communication and relationship-building skills.
• A proactive and commercially minded approach.
• Previous experience within sales, recruitment, business development or another target-driven environment (preferred).
• Confidence speaking with senior professionals and high-net-worth individuals.
• Strong research skills and experience using LinkedIn and other professional networking platforms.
• An interest in financial markets, investing and wealth management.
• The ambition to develop into a qualified Financial Adviser.

What's on Offer

• Competitive basic salary with uncapped commission.
• First-year On-Target Earnings (OTE) of £40,000–£50,000.
• Full sponsorship of the CISI Level 4 Investment Advice Diploma.
• A clearly defined career path into a Private Wealth Adviser role.
• Ongoing training, mentoring and professional development.
• Hybrid working environment based in London.
• International incentive opportunities and performance-based rewards.
• The opportunity to join a respected and growing international financial services organisation.

If you're ambitious, commercially driven and looking to establish a long-term career within wealth management, we'd love to hear from you.

Apply today with your CV for a confidential discussion.