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The company offers a range of tax-efficient investments including VCTs, EIS, IHT solutions in the private and AIM quoted space, with an established track record of delivering for investors and the businesses they support.
The Business Development Associate must be high energy, likeable, motivated, articulate and passionate. They must enjoy and thrive on working in a fast paced business and Business Development team. The role will be based at their head offie in Mayfair, but may be asked to travel in the UK, to support the senior business development managers.
Candidates must display the following attributes
High energy – strong work ethic
Support subsequent capital raises, building a deep understanding of the firm and its investments
Working to and achieving budgeted sales targets.
Must display strong attention to detail
Engaging financial advisers and ability to build and grow own bank of clients
Exceptional interpersonal skills
High quality consultative sales skills
Focussed on delivering exceptional customer service
Team ethic / teamplayer
Core Functions of the Role
Helping management and develop existing relationships with financial advisers
Helping support the senior BDMs grow their adviser client base
Build and deliver the business plan
Provide the highest quality and unrivalled level of customer service
Being main point of contact for inbound queries from financial advisers
Implement new sales campaigns
Internal Number: 6884301
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