Business Development Executive - Professional Services
Quilter(1 month ago)
About this role
A Business Development Executive at Quilter Cheviot will work within the Professional Services team to grow relationships with solicitor and accountancy referrers and embed the firm’s wealth management proposition across intermediary partners. The role supports Financial Planners and Investment Managers to expand reach and create a partnership model that drives new business growth. The position is based in London with a hybrid working pattern.
Required Skills
- Relationship Management
- Intermediary Engagement
- CRM
- Prospecting
- Presentation Skills
- Collaboration
- Pipeline Management
- Training Delivery
- Client Onboarding
Qualifications
- Level 4 Qualification
- Clean Driving License
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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