Business Development Manager

  • Location

    Norfolk, England

  • Sector:

    Financial Planning , Wealth Management

  • Job type:


  • Salary:

    £60000.00 - £90000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    9 months ago

  • Expiry date:


  • Consultant:


Our client is a highly regarded fund manager with modern, sophisticated offices in London. They specialise in offering funds to HNW private investors and have roughly £3 Billion AUM.

They are currently seeking to recruit for a Business Development Manager to join their team,to cover the East of England and the Home Counties.

Role Duties Include;

  • Outbound telephone calls to build and maintain relationships or schedule meetings
  • Point of contact for all inbound financial advisers' queries for your region
  • Provide an exceptional level of customer service
  • Implement new sales and marketing campaigns
  • Build and develop new relationships with prospective companies
  • Help educate financial advisers and enable them to solve their clients' needs
  • Attend and support adviser and industry conferences and other events, as requested
  • Enhance and develop existing relationships to increase business levels
  • Arrange client meetings for Field BDMs
  • Proactively follow-up FBDM client meetings
  • Develop good working relationship with 'paired' FBDM(s)
  • Provide support to FBDMs and their financial advisers
  • Maintain up-to-date records on internal CRM system
  • Independent pipeline building

Senior Duties;

  • Host 1:1 meetings with visiting financial advisers
  • Ensure a good flow of information between teams
  • Seen as a 'go to' person within the team for technical knowledge
  • Generating ideas for the wider business and team on a regular basis
  • Offering support and feedback to newer members of the team
  • Proactively work with the rest of the regional team to agree and drive the strategy to maximise business inflows

Person Requirements;

  • Exceptional sales skills
  • Strong and flexible work ethic
  • High quality interpersonal skills
  • Strong relevant IT knowledge (particularly Microsoft Office)
  • Excellent English grammar to provide high quality well-written emails
  • Highly organised and able to work unsupervised efficiently and effectively