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Business Development / Sales / Account Manager / IFA / Intermediary / Intermediaries / Financial Adviser's / Discretionary
Establish new business opportunities for the full Investment Management proposition.
Manage the business development process from start to finish.
Establish strong telephone relationships with IFAs - maintain and develop these relationships to further drive future business.
Fully lead and manage business development activities on accounts where the BDM is not required – including attending face to face meetings.
Develop a strong relationship with your BDM for assigned region.
Attend networking events, seminars, conferences etc.
Build strong internal relationships with Investments, marketing, broader relationship teams etc.
Highly successful Investment Manager with a fantastic reputation and market leading propositions – this will suit someone eager to learn and ambitions to grow; good opportunity to progress to a field based BDM.
Skills / Experience
Proven experience in building relationships with IFAs.
Business development experience is definitely preferred; however, we can consider candidates with a strong relationship/client service background who are keen on a more proactive sales role.