ABOUT US

K2 Private Wealth is a London-based wealth management firm specialising in pensions, savings, and investments for UK private clients. We provide independent, tailored advice to help clients grow and protect their wealth, with a focus on long-term, trusted relationships.
We are expanding our team and seeking a driven Business Development Executive to play a key role in growing our client base.

THE ROLE

This is an exciting opportunity for a confident, commercially minded individual who thrives on building relationships and closing opportunities. You’ll focus on generating new business for K2 Private Wealth by engaging with high-net-worth individuals, professionals, and business owners. You will have the tools, brand, and support to succeed while enjoying the autonomy to shape your own approach.

KEY RESPONSIBILITIES

• Identify, approach, and engage potential clients in line with K2’s ideal client profile
• Present the benefits of our wealth management services and arrange initial meetings with advisers
• Develop and maintain a strong professional network for ongoing referrals
• Follow up on marketing-generated leads and convert them into new client relationships
• Work closely with advisers to ensure seamless client handover and exceptional service
• Maintain accurate records of prospecting activity and pipeline progress