Job Description
What this role covers
Overview:
We are hiring a Business Development Manager for a boutique wealth advisory company in the Financial Services industry. This is a Part-Time remote role for a UK-based company, focusing on the "last mile" of the relationship funnel. While our marketing builds authority, this role is responsible for high-touch relationship stewardship—converting high-net-worth individuals (HNWIs) and professional introducers (accountants, solicitors) into qualified consultations. The ideal candidate is a sophisticated, credible communicator who excels at patient, value-led nurture over high-pressure sales.
Key Responsibilities:
Nurture HNW relationships: Manage the lead journey for wealthy individuals and B2B partners through personalized, high-trust outreach.
Fill monthly events: Own the guest list for private lunches; manage invites and use VOIP calls to ensure 10–12 qualified attendees show up.
Build partner pipelines: Research and contact UK accountants and solicitors to establish formal referral networks.
Coordinate consultations: Manage the Principal’s calendar and provide detailed research briefs before discovery meetings.
Optimize messaging: Partner with the Marketing Coordinator to refine scripts and talk-tracks based on prospect feedback.
Maintain CRM hygiene: Meticulously track all pipeline activity and next actions to ensure no lead is dropped.
Report on KPIs: Provide weekly updates on lead quality, event registration rates, and meeting conversions.
Required Qualifications:
5+ years in B2B sales: Proven track record in high-ticket relationship management or professional services.
Exceptional English written skills and a clear, professional accent for UK-based VOIP calling.
Nurture-first mindset: Skilled at building long-term trust rather than using "hard-sell" tactics.
High autonomy: Ability to research prospects and provide strategic recommendations to leadership independently.
UK market savvy: Deep understanding of British professional etiquette and corporate nuances.
CRM & Tech literate: Highly proficient in managing sales pipelines and digital outreach tools.
Preferred Qualifications:
Wealth management background: Prior experience in UK-regulated financial or advisory sectors.
LinkedIn: Experienced user of Sales Navigator for prospecting and relationship tracking.
Systems proficient: Experienced with HubSpot, Endole, and professional VOIP tools.
Compliance aware: Familiar with UK financial promotion rules and non-advisory boundaries.
Networked: Existing understanding of the UK accountant and solicitor referral landscape.
Required Skills & Tools:
LinkedIn Sales Navigator
VOIP Calling Tools (UK/London-based number)
CRM Proficiency (Pipeline management and hygiene)
Intelligence Tools (e.g., Endole or similar UK company datasets)
Office 365 / Google Workspace
Schedule & Pay:
Part-Time position; approximately 20 hours per week within core UK calling windows (GMT/BST).
Fully remote role.
Pay: ZAR 20,000 - 23,000 per Month (Part-time).
System Requirements:
Internet speed of at least 20 Mbps upload and download
Computer with a 2.4 GHz processor or higher
8 GB of RAM or higher
Windows 10 or newer, or Mac OS X 10.10 or newer
HD 720p webcam
Headset with microphone
Benefits:
Competitive pay rates
Consistent hours and predictable workload
Fully remote work with long-term potential
Direct collaboration with a senior leadership team, making a real impact
Supportive and inclusive work environment
Opportunity to grow alongside a boutique wealth advisory program