Business Development Manager – International Wealth Management

  • Shanghai, China
  • Full-Time
  • Remote
  • -

Job Description:

Business Development Manager – International Wealth Management

Full-Time | Phone-Based Business Development

Our client is an established international wealth management business seeking a motivated and commercially driven Business Development Manager to join its growing team.

This is a predominantly phone-based, proactive business development role, focused on identifying prospective clients, initiating conversations and generating qualified appointments for experienced Financial Advisers.

The Role

The Business Development Manager will be responsible for:

  • Proactively contacting prospective clients by telephone
  • Identifying and qualifying potential new business opportunities
  • Engaging prospects in professional, consultative conversations
  • Booking qualified appointments for Financial Advisers
  • Building and maintaining a consistent pipeline of prospective clients
  • Following up with leads and maintaining regular contact
  • Accurately recording activity and prospect information within the CRM
  • Working towards agreed activity, appointment and performance targets
  • Developing a strong understanding of the firm's services and target client profile
  • Working closely with the advisory team to support new client acquisition

Candidate Profile

We are looking for an individual who is confident, professional and comfortable conducting a high level of outbound telephone activity.

The successful candidate will ideally demonstrate:

  • Previous experience in business development, telesales, appointment setting or a telephone-based sales environment
  • Strong verbal communication and relationship-building skills
  • A proactive and disciplined approach to business development
  • Confidence initiating conversations with prospective clients
  • The ability to handle objections professionally and maintain momentum
  • Strong organisation and follow-up skills
  • A target-driven and results-focused mindset
  • A genuine interest in financial services and wealth management

Previous financial services or wealth management experience would be advantageous, although candidates with strong business development experience from other professional sectors will also be considered.

The Opportunity

This is an opportunity to join an established international business and work alongside experienced professionals within the wealth management sector.

The role offers the potential to build strong industry knowledge, develop within an international financial services environment and progress as the business continues to grow.

To apply, please submit your CV for a confidential discussion.