Business Development Manager - Investments

Isle of Man

Permanent

Our client is looking for a Business Development Manager to join their Investment Business Development Team.
The Role: You will play a proactive part in assisting to develop a culture of focused business development in the team.

Key Responsibilities:

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 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 of CIG 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 working as a team.
Engage closely with Investment Management team to ensure that BD activity reflects our investment approach
To grow AUM in sustainable investment products and services
To have a leading role in the discretionary business development strategy
To provide investment proposals to new and existing clients using 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 Company's international reputation
Establish key advisor/institutional client partnerships and seek suitable books of business
Work closely with the Business Development Managers for Platform and Banking to develop shared new business opportunities
Hosting face to face and virtual meetings, seminars/webinars and events
Provide demonstrations to clients, trustees or and advisors on products and systems
Support other members of the Group Business Development team including those based in other offices
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
Liaise with Line Manager and Group Commercial Director 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

Key Skills and Experience:

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.
Strong client relationship and business development skills
Strong knowledge of financial services industry and global markets
Strong technical product knowledge
Knowledge of trust and corporate structures
Knowledge of ESG and sustainable investments
Good presentation skills to both small and larger audiences of clients
Professional qualifications desirable - IOM FSA - Investment Advice

Your specialist: Debbie Amankwa

Quote job ref: 12587

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.