Associate Business Development Manager

About the Company:

Our client, a leader in Investment Management who transform innovative ideas into successful businesses, are actively recruiting for a Associate Business Development Manager to join their dynamic Business Development Team.

You will play a crucial part in taking investment opportunities to the market through various business development and administrative activities.

The successful candidate MUST have a proven background in Business Development/Sales from Investment Management and/or Financial Services.

Key Responsibilities for Associate Business Development Manager:

• Collaborate with BD Managers and Directors to build and maintain strong relationships with financial advisers and other intermediaries.
• Position yourself and the company as a trusted business partner.
• Conduct research on prospective clients, identifying new business opportunities within the market.
• Develop a deep understanding of the company and its investment products, along with knowledge of the wider market.
• Proactively contact new and existing clients, setting up meetings on behalf of BD Managers and Directors.
• Assist in the preparation of presentations, financial illustrations, and other materials for client meetings.
• Follow up on meetings and events, providing further support and developing opportunities for new business.
• Proactively seek opportunities to cross-sell/upsell where appropriate, involving BD Managers and Directors as required.
• Manage the pipeline of sales opportunities by keeping CRM up to date, ensuring accuracy of forecasts.
• Work collaboratively with the Client Services team to manage client queries and ensure the timely processing of investment applications.
• Deliver against Key Performance Indicators set by the BD Director.

Role Requirements:

• Demonstrable success in a sales/account management environment.
• Driven, competitive individual with an ambition and desire to achieve targets.
• Confident and strong communicator, familiar and comfortable with various communication formats such as Teams and Zoom.
• Proficient with Excel, including pivot tables, data manipulation, analysis, and creating MI packs.
• Strong planning and organizational skills.
• Sound judgement, adaptability, and the ability to influence others.
• With training and support, an ability to develop an understanding of complex investment products and the needs of investors, as well as an appreciation of tax issues surrounding financial products.
• A team player who can demonstrate proactiveness, enthusiasm, and a 'can-do' attitude.

Benefits:

• Private Medical Insurance, Income Protection, Life Assurance, Pension.
• Health and Wellbeing Benefits.
• Flexible working - 2-3 days in the office, other days working remotely.
• 25 days holiday, increasing every January by 1 day + 8 bank holidays. Potential to purchase up to 5 extra days.
• Paid leave for charity work.