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International Financial Advisor Jobs

BUSINESS DEVELOPMENT INDIA – FINANCIAL SERVICES

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International Financial Advisor Jobs

Mumbai Full-Time 1–2 yrs exp Posted 2 months ago
Business Development Manager Opportunity in International Wealth Management

The Business Development Manager role is integral to the overall success of the business, offering a strong platform for driven sales professionals looking to build a long-term career in wealth management. This opportunity sits within an award-winning international wealth management firm, providing the structure, training, and progression needed to succeed.

You will have the ability to retain and grow your existing client relationships while actively acquiring new capital and expanding your network.

About The Role

The primary focus of this position is to identify, engage, and develop relationships with high net worth expatriate clients living and working globally. You will introduce prospective clients to the firm’s wealth management proposition and connect them with qualified Senior Financial Planners.

This role combines strategic research, proactive outreach, and strong sales execution.

Key Responsibilities

  • Identify and target high net worth expatriate clients across global markets
  • Conduct research to map corporate and socio-economic landscapes, identifying key prospects
  • Engage potential clients via email, telephone, and in-person meetings
  • Present the firm’s wealth proposition and generate qualified introductions
  • Build and maintain a pipeline of new business opportunities
  • Stay informed on global financial markets and current affairs impacting clients
  • Develop business through both direct outreach and referrals

Training & Career Progression

The firm places strong emphasis on professional development and qualifications.

  • Full support through the CISI qualification process
  • Minimum standard of UK Level 4 Diploma across all advisers
  • Access to an in-house Training Academy designed to develop future Financial Planners
  • Opportunity to attend client meetings and receive direct mentorship from industry experts
  • Clear pathway to transition into a Financial Planner role within approximately 6 months (subject to meeting requirements)

Desired Skills & Experience

  • Proven track record in proactive sales and business development
  • Ability to generate leads and convert new business opportunities
  • Comfortable working with high net worth individuals
  • Strong objection-handling skills
  • Confident, articulate, and professional communication style
  • Strong organisational, analytical, and problem-solving abilities
  • Proficiency in Excel and other business tools
  • Ability to stay updated on market trends and financial news
  • Experience using multiple platforms for prospecting beyond LinkedIn

Compensation & Benefits

  • Competitive remuneration structure with strong earning potential
  • Opportunity to earn a percentage of income generated from your client portfolio
  • Potential to acquire equity stake in the business
  • Established relationships with key strategic partners
  • Global incentives and rewards for top performers
  • Dedicated administrative and pension support teams
  • Strong compliance infrastructure across multiple jurisdictions

Additional Benefits

  • Opportunity to progress into a Wealth Manager role
  • Structured training and career development pathway
  • Exposure to international markets and clients
  • Collaborative and high-performance working environment

Minimum Requirements

  • At least one (1) year of experience in financial telesales or a client-facing sales role
  • Experience working with Indian and internationally based expatriate clients
  • Proven ability to build and manage relationships with a diverse, global client base

Additional Information

This is a performance-driven, client-facing role focused on business development, relationship management, and long-term career progression within international wealth management.

Applicants should be comfortable working in a target-driven environment and motivated by high earning potential and professional growth opportunities.

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Tagged as: OTE $60K–$120K+, Retainer + comms, Senior Role