Business Development Manager

Posted 05 September 2023
Salary £40000 - £45000 per annum
Job type Permanent
Discipline Banking Operations
ReferenceBDM IN606_1693904781
Contact NameWill Goodman

Job description

Internal Business Development Manager

My Client a leading alternative investment firm based in the Westend is looking for an experienced individual who will be an integral part of the Business Development Team and work with the wider group to successfully take investment opportunities to the market.

Key accountabilities the Business Development Manager

· Build and maintain strong telephone based relationships with advisers

· Position yourself a trusted business partner

· Conduct research on prospective clients and be cognisant of potential new business opportunities within the market

· Have a strong understanding and knowledge of the wider market place in which my client operates within including, but not limited to, wealth management, financial advice and alternative investments as well as Inheritance Tax planning and Later Life planning

· Proactively contact new and existing clients as agreed with the Senior Business Development Directors

· Assist in the preparation of presentations, financial illustrations and other material for client meetings

· Follow up on meetings and events, providing further support if required

· Proactively seek opportunities to cross sell/upsell where appropriate, involving the Senior Business Development Directors as required

· Work collegiately and effectively with the Client Services team to manage client queries

Role requirements

· Demonstratable success in an internal sales environment

· A driven, competitive individual with an ambition and desire to achieve targets

· A confident and strong communicator, familiar and comfortable with a variety of formats such as Teams and Zoom

· Confident with Excel including pivot tables, data manipulation and analysis and creating MI packs

· 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 the tax issues surrounding financial products

· A team player who can demonstrate proactiveness, enthusiasm and a 'can do' attitude


· Private Medical Insurance, Income protection, Life Assurance, Pension

· Health and wellbeing benefits

· Flexible working - 2-3 days in the office other days working remotely.

· Paid leave for charity work

· Electric car scheme

· Cycle to work scheme

· Financial planning coaching