Business Development Manager - Investment Management

• To grow AUM in our investment products and services.
• To have a key role in the discretionary business development strategy.
• To provide investment proposals to new and existing clients using our risk profiler.
• To include active networking locally and internationally with travel to key target markets in order to build relationships with Trustees and Advisors and to enhance the international reputation.
• Establish key advisor/institutional client partnerships and seek suitable books of business.
• Hosting face to face and virtual meetings, seminars/webinars and events.
• Provide demonstrations to clients, trustees or and advisors on products and systems.
• Meet or surpass sales targets set at the beginning of the year, and fulfil other objectives as agreed with Line Manager from time to time.
• Work closely with the Business Development Managers for Platform and Banking to develop shared new business opportunities.
• Work with the Relationship Manager - Investment Management to ensure client relationships are established, maintained and retained with excellence.
• Generate new business projects and initiatives, constantly thinking of new innovative ideas for increasing sales.
• Reflect with integrity the values as part of its public facing profile.
• Continuous improvement of statistical reporting of BD activity via CRM.
• To attend regular meetings on all areas of sales to ensure we are working as a team.
• Engage closely with our Investment Management team to ensure that BD activity reflects our Conscious investment approach.
• ​Liaise with Head of Investment Management to maintain and develop mutually supportive relationship.
• Work closely with Relationship Manager - Investment Management to maintain and develop mutually supportive relationship.
• Communicate proactively with the Customer Services and Onboarding teams to ensure new and existing BD relationships are well serviced through onboarding and ongoing processes.
• Work closely with Investment Management team and the Investment Committee to maintain and develop mutually supportive relationship, ensuring constructive two-way feedback and improvements to help increase AUM.
• Support relevant BD focused social media activity, including writing relevant BD and investment related blogs.
• Maintain good understanding of relevant risk management and compliance processes and procedures relevant to the activities of the BD team.
• Support other members of the Group Business Development team including those based in other offices.
• At all times the Groups values should be at the heart of everything and consistency of evidence of adherence to the values will be a key aspect of the role.

• A finance or investment qualification.
• Presentation skills - to both small and larger audiences of clients; wide knowledge of financial services industry and global markets;
• Technical product knowledge; knowledge of funds and investments; and knowledge and understanding of ESG and sustainable investments.
• Confident; self-starter; ambitious; relationship builder.
• Proven track record and experience of successful business development within a discretionary investment business; an existing network of professional contacts in the financial advisory and/or fiduciary sectors in either Jersey and/or Isle of Man.
• You will have a Customer Centric approach in all parts of your role to deliver an excellent client experience
• You will deal with new clients with integrity in all forms of communication and interaction
• You will think creatively about how to generate more new business

Your specialist: Sally Fenton

Quote job ref: 15207

Hi, I'm Sally and this is one of the job roles I am looking after for this super business. If this job is of interest for you, please submit your CV and we will come back to you to arrange the next staging.

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