Associate

• Strategically identify and engage potential high net worth expat clients living, working or retiring internationally
• Research corporate and socio-economic landscapes within target regions, identifying potential new clients to work with the Private Wealth Partner
• Proactively contact prospective clients via email, telephone, in-person meetings and events, outlining the Skybound Wealth proposition
• Build and maintain a strong pipeline of opportunities, managing follow-ups and client engagement effectively
• Support the planning, promotion and delivery of client seminars, presentations and networking events in collaboration with the Private Wealth Partner
• Assist with post-event follow-up and relationship development to maximise client engagement
• Support with website content, digital campaigns, and client communications relevant to the key regions covered
• Stay informed on global current affairs, market trends and regulatory developments relevant to Skybound’s international client base

• Ability to generate leads and strategically develop new business, alongside continuing to build relationships through referrals
• Comfortable dealing with high-net-worth individuals and senior professionals
• Confident handling objections and navigating complex conversations
• Strong, professional and articulate phone and communication skills
• Well-organised and analytical, with strong Excel and CRM skills
• Proactive, adaptable and commercially minded
• Ability to stay up to date with financial markets and global news
• Confident navigating multiple business platforms and information sources beyond LinkedIn

Previous exposure to marketing, website and content creation tools would be ideal

• Working closely with an experienced Private Wealth Partner in a collaborative partnership
• Access to leads alongside the opportunity to generate your own business
• Warm relationships with key strategic partners across the industry
• High-quality quarterly events and client seminars
• Global Skybound incentives for top performers
• A strong administrative, compliance and operations infrastructure across all jurisdictions