Business Development Manager - Private Client Division

  • Location

    City of London, London

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £50000 - £55000 per annum + Bonus + Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH1547_1557740059

  • Published:

    almost 2 years ago

  • Expiry date:

    2019-06-12

  • Consultant:

    #

We are currently working with the highly renowned Investment Management organisation who are looking to hire a Business Development Manager within their Private Client Division.

Your role will be to identify, prospect and acquire clients who wish to deal directly with the Fund Manager. You will not be tasked to provide any advice, just talk in detail regarding the product range with the view to acquiring the client.

RESPONSIBILITIES:

Business development activities to acquire clients who wish to deal directly with the Investment Management firm direct.

Business development activities to identify prospect clients for the clients discretionary services and passing the leads to the relevant Private Client Relationship Manager.

Organise, scope, invite, fill and deliver a series of Private client events to engage prospects through extensive telephone and email contact.

Being able to talk confidentially to provide information on the clients Investment range, it is the critical that the role holder does not provide advice in any way but can talk in detail about the clients Investment range.

Being able to talk confidentially on the clients discretionary service and identify prospects to be referred to the relevant Private Client Relationship Manager.

The role will involve extensive direct telephone and email contact with clients.