Role: New Business Executive

Salary: £30k

Location: Whitechapel (london)

This is a key role within the department, blending sales, client care, and compliance expertise. Your focus is to acquire new clients and grow the firm’s revenue, while also facilitating a smooth client onboarding journey and ensuring compliance with anti-money laundering (AML) requirements. You will act as the first point of contact for prospective clients and introducers, playing a crucial part in converting initial enquiries into instructions and supporting the team to deliver a seamless client journey from initial enquiry through to file opening. Your role will be important in helping to build and maintain strong relationships with clients to foster loyalty and identify cross-selling opportunities.

Key Responsibilities

• Responding to new client and introducer enquiries (by phone, email, and online), qualifying prosp...