Head of Business Development - Investment Management

• You will be located in Jersey or Isle of Man but will be responsible for all front office activity across both centres.
• To grow AUM in the investment products and services.
• To lead the discretionary business development strategy.
• To lead and manage the front office of the Investment Management business including line managing all business development and relationship management staff.
• To be responsible for attracting key new Institutional, Trustee and Adviser relationships to produce new business into the Group's investment management proposition.
• To set and deliver business development activity in appropriate geographic locations.
• To be responsible for key advisor/institutional client partnerships and seek suitable books of business.
• To be the senior face at key seminars/webinars and events.
• Set and surpass sales targets each year, and fulfil other objectives as agreed with Line Manager from time to time.
• Inspire, mentor and grow the business development team.
• Inspire, mentor and grow the relationship management team.
• Work closely with the Business Development Managers for Platform and Banking to develop shared new business opportunities.
• Drive new business projects and initiatives, constantly thinking of new innovative ideas for increasing sales.
• Epitomise, with integrity, the values of the business as part of its public facing profile.
• Organise and deliver key business development management information and statistics to the wider executive team.
• To chair and organise regular meetings on all areas of sales to ensure we are working as a team.
• Engage closely with our Investment Management teams in Jersey and Isle of Man to ensure that BD activity reflects the Conscious Capital investment approach.
• ​Liaise with Head of Investment Management to maintain and develop mutually supportive relationship.
• Communicate proactively with the Operational Directors and their senior management 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.
• Implement and monitor all relevant risk management and compliance processes and procedures relevant to the activities of the BD and RM teams.

• A finance or investment qualification and qualified to be an authorised person at IOM FSA - Investment Advice or JFSC equivalent in Jersey.
• Exceptional presentation skills - to both small and larger audiences of clients;
• Excellent knowledge of financial services industry and global markets;
• Excellent product knowledge of all areas of investment management strategies.
• Confident; self-starter; ambitious; high achiever;
• Exceptional track record and experience of outstanding business development and sales team management;
• A substantial network of professional contacts in the financial advisory and fiduciary sectors in either Jersey and/or Isle of Man as well as further afield.
• 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.
• 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 and team members with integrity in all forms of communication and interaction
• You will drive creativity across the front office to generate more new business

Your specialist: Sally Fenton

Quote job ref: 15206

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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