About the Company

With over £21 billion in assets under management (AUM) and a team of more than 300 professionals, W1M specialises in working with high-net-worth and ultra-high-net-worth individuals and families, charities, and institutions. The firm offers an extensive range of services, including cross-border advisory and planning expertise, institutional-quality investment management, and comprehensive global tax and consolidated portfolio reporting, designed to meet the evolving complexities of wealth and investment management, including addressing international and intergenerational needs. Beyond its direct client relationships, W1M also maintains a longstanding partnership with Independent Financial Advisers, providing access to its market-leading investment solutions.

We are always looking to strengthen our team with talented individuals who share our values and ambition. If that sounds like you, we would be delighted to hear from you.

W1M are looking for 2 Business Development Consultants for the following regions:

• London
• South-East

Key Accountabilities

Business Development

• To work alongside the Business Development Managers to increase the overall AUM and net new asset flow for the BDM region
• Working closely with the BDM, identify the specific priorities of the region to increase net new asset flows. Manage time effectively to meet those priorities
• To support the BDMs with prospecting and booking good quality meetings (face to face and online)
• A point of contact for the BDM’s advisers when the BDM is unavailable – for example, in meetings or away
• Follow up for the BDMs when required, via phone and email
• Work alongside the Adviser Services Team in dealing with intermediary requests and queries
• To work closely with the BDMs to ensure the CRM is accurate. Update and record all activity on CRM
• Work and build relationships with the regional contacts of strategic partners
• Keep up to date with the Waverton proposition, product knowledge and portfolio performance/changes
• Maintain a record of activity to regularly update the Head of Adviser Sales and BDM
• Arrange regular catch-up meetings with each BDM, at least weekly
• Work closely with Adviser Services when required for specific tasks or projects
• Importantly, to follow the overall Adviser Solutions team processes - including understanding and adhering to the different roles and responsibilities within the team; the CRM mailing process and literature provision

Financial Adviser Events:

• To work closely with Adviser Services and marketing in planning and implementing intermediary events in the region, including intermediary seminars and workshops
• Attend when required and follow up with attendees and prospects of adviser events
• Organise, host, and follow up regional private dinning investment dinners
• Ensure intermediary events are logged and run-in line with FCA/GDPR procedures

Project Management:

• To be involved with any other ad hoc projects if required.

New Assets

• Help to achieve business flows in line with region’s business plan

Activity Success

• Prospecting
• Number of BDM meetings booked
• Number of meaningful contacts
• New contacts made and added to Dynamo (with note)
• Attendees at events

Accounting

• Timely and accurate response to adviser queries
• Successful booking of review meetings for BDM
• Hosting and presenting in meetings where appropriate
• Sub-panel management when appropriate

Other Activity

• Event organisation and implementation
• Contribution to overall Team effort
• Activity with strategic partners in region

Background/experience and competencies required

• enjoy working in a fast sales environment
• be an excellent communicator
• be able to respond well to pressure
• be able to manage multiple projects
• think creatively
• work well in a team and with a wide range of people
• be financially literate
• be organised and methodical
• have excellent attention to detail
• be proactive and able to take the initiative
• be well presented with a professional manner
• be persuasive and diplomatic
• have good business awareness

Qualifications Required:

Must have a minimum of 5 GCSE’s grade A-C or equivalent qualification

Qualifications desired:

2 A’ Levels grade A-D or equivalent qualification

Ideally a graduate with a professional marketing or investment management qualification

Conduct Risk – Mandatory

This role is subject to the Conduct Rules set by the FCA.

You are required to familiarise yourself with, and comply with, the Conduct Rules and their successors and complete such ongoing training and competence requirements as required by the FCA and the Company from time to time. This includes passing an annual fitness and propriety assessment.

These rules, as highlighted below, provide the standards under which W1M expects you to perform your role.

You must act with integrity

You must act with due care, skill and diligence

You must be open and cooperative with the FCA and other regulators

You must pay due regard to the interests of customers and treat them fairly

You must observe proper standards of market conduct

You must act to deliver good outcomes for retail customers

You must act in compliance with the FCA’s Consumer Duty rules.

Equal Opportunity Statement

W1M is an equal opportunities employer and in accordance with the rules regarding discrimination in the Equality Act 2010, we welcome applications from all suitably qualified persons.