We’re currently working with a highly renowned Investment Management organisation, which is seeking to add a Business Development Manager to their established team based in London.
Our client is a UK-based investment management firm founded over twenty years ago. The firm provides a range of investment solutions, including multi-asset portfolios, individual funds, and thematic investment products. The business is known for its focus on innovation and technology, which it uses to provide clients with a personalized and modern investment experience.
Candidates must have previous experience working for an Investment Management business or Investment Platform within a Business Development capacity.
The Role
- To find, research, profile, win, develop and retain opportunities for the whole range of the businesses products and services.
- You will handle sales to an intermediary panel for the company products including; Investment Solutions, DFM, Retirement Solutions & Platform.
Purpose
- To discover, research, profile, win, develop and retain opportunities with financial adviser firms in the Region. Distributing the entire range of company products and services.
Responsibilities
Sales
- Lead new business development with an agreed panel of target accounts in conjunction with their Regional Head.
- Manage retention and upsell to an agreed list of existing key accounts.
- Frontline for all company products, undertaking regular product training to maintain knowledge at a level sufficient to talk in depth about investment solutions, DFM and platform.
Skills
- Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness.
- Questioning and listening skills which are focused and empathetic in order to understand fully and sense-check the prospective and existing clients’ true understanding, views and feelings.
- Verbal and presentational skills in order to clearly and passionately communicate the appropriate company proposition and information to prospective and existing clients, in one-to-one, small and large group situations.
Package
- Basic salary – up to £90,000
- Bi-Annual Bonus
- PHI
- DIS
- Income Protection
- Pension - 6% ER or 8% ER / 2% EE
- 25 days holiday
- Hybrid working policy
Sector:
- Financial Services
- Asset & Investment Management
