Sales Exec for Wealth Manager / Account Manager / HNW / Business Development / Graduate

  • £21k base with OTE £50k in 1st year
  • London, England, United Kingdom
  • Permanent, Full time
  • Jigsaw Search
  • 22 May 19

A fantastic opportunity to join a wealth manager with over $65 million under management worldwide, offering a bespoke service to high-net-worth individuals and institutions. No experience essential but a desire to excel in a sales role within wealth / finance.

*** Sales Exec for Wealth Manager / Graduate / Account Manager / HNW / Business Development ***


The Company

A wealth manager with over $65 million under management worldwide, offering a bespoke service to high-net-worth individuals and institutions.



£21k base salary, Year 1 OTE £50k, Year 2 OTE £70K, Year 3 OTE £100k+


The Role

The Account Executive role really is key to the success of this business. The role puts you on the front line of the sales process.

You will be the first point of contact between potential investors and the firm. Your job will be to understand a potential investor’s current investment situation, and to position the services against this.

The Account Executive role offers successful candidates the opportunity to earn a lot of money with an uncapped commission structure. You impact your earnings – the harder you work and more success you have, the more money you can earn.

Additionally, it is a great entry point into two highly competitive industries, sales and finance. You will also get the chance to join one of the fastest growing wealth management firms in the UK, with a quality service for its clients.

You’ll gain a good understanding of the reality of wealth management in the UK. How do people invest their money? What do they invest it in? And you will sharpen your sales skills as you improve your pitch and help the firm turn leads into assets under management.

This role is very target driven. While you are not micromanaged, you are expected to hit certain activity and sales based targets.

You should see this role as running your own business. Open potential clients up and manage that relationship with our outside sales directors until the point they become a client. Ultimately, you are responsible for providing the business with high quality potential clients.


Skills / Experience

You don’t need to have any specific professional experience but you do need to demonstrate a talent and desire to be in a sales role.

We are looking for intelligent and articulate individuals, with highly professional work ethic.