Job Description

Key Responsibilities

• Proactively identify and research prospective clients and referral opportunities using a variety of tools, platforms and approaches.
• Conduct outreach and initial conversations to build rapport, understand needs, and arrange introductions to the appropriate advisors.
• Manage inbound enquiries and referrals, ensuring timely triage and smooth, efficient handover to the right teams.
• Maintain high‑quality data and accurate records within internal systems to support transparent pipeline management.
• Produce regular activity reports and pipeline updates that inform decision‑making and support team performance.
• Provide administrative and logistical support for wider business development initiatives, including events.
• Contribute to a culture of continuous improvement by sharing insights, feedback and ideas that enhance our approach.

Qualifications & Experience

• 3–5 years’ experience in a client‑facing or commercially focused role; experience in wealth management is helpful but not essential.
• Background in Sales and/or Business Development with experience engaging prospective clients.
• Demonstrated ability to collaborate effectively with colleagues to grow and advance business initiatives.

Knowledge, Skills & Attributes

• Excellent communication skills, with the ability to adapt your style to different audiences.
• Strong organisational skills and the ability to manage individual opportunities while supporting broader team priorities.
• Confident and personable networker who builds trust‑based relationships with ease.
• Experience using data visualisation tools such as Tableau (preferred).
• Strong Excel skills (advanced functionality) and confidence using PowerPoint for presentations.
• Brings energy, curiosity and a genuine desire to learn, grow and contribute.
• Builds rapport with clients and colleagues through professionalism, empathy and respect.
• Resilient, positive and committed to fostering an inclusive, supportive team culture.