UK-qualified Financial Advisers, Wealth Managers, Investment Advisers and client-facing financial services professionals are encouraged to apply. This international opportunity offers the chance to work with expatriate and globally mobile clients while developing expertise in wealth management, financial planning and international financial services.

Location and Engagement Style

Engagement: Hybrid Remote / UK-based client development targeting cross-border financial markets in India’s major tech capitals (Mumbai / Gurgaon).

This premium client growth platform is looking to onboard a Business Development Manager (BDM) to coordinate cross-border international wealth solutions. This role is remote from a UK-base, helping dual-interest families with UK-expatriate pension alignments, legacy inheritance structures, and currency transfers.

About The Role You will collaborate with leading international wealth directors to identify and educate high-net-worth individuals with substantial UK financial interests. Working with a fully licensed international brokerage, you will have exclusive access to tax-advantaged structures.

Key Responsibilities

- Develop relationships with British expats and high-net-worth professionals in tech and finance zones via advanced online networks.
- Explain the strategic benefits of cross-border wealth plans, UK SIPP alignment, and international estate strategies.

Candidate Profile
- Experience: 24 months of verified successful tenure in financial services sales or offshore wealth management.

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
- Robust 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

📌 Financial Services BDM – Mumbai, India
🏢 International Financial Advisor Jobs
📍 Mumbai