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- Tasks: Engage with regional clients, build relationships, and drive sales in the wealth management sector.
- Company: Rathbones is a trusted investment and wealth management firm focused on responsible investing.
- Benefits: Enjoy a diverse workplace, meaningful work, and opportunities for personal and professional growth.
- Why this job: Join a passionate team dedicated to client service and making a positive social impact.
- Qualifications: Experience in financial services, strong communication skills, and IMC qualification required.
- Other info: We are a Level 1 Disability Confident employer, committed to inclusivity.
The predicted salary is between 43200 - 72000 £ per year.
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Glasgow, GB, G2 1EH Edinburgh, GB, EH2 1AF
Date: 6 Jul 2025
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.
Job Title: Business Development Manager, Scotland
Department: Group Distribution
Location: Glasgow / Edinburgh
Contract Type: Perm
The Role
To work as part of the UK Intermediary Distribution team providing proactive field sales support to a number of regional intermediary clients. The candidate will work closely with Area Head and other BDDs as well as other senior distribution colleagues on agreed parameters deliver against sales targets and business objectives.
Outcomes of the Role
- Representing Rathbones Intermediary Teams, the candidate will develop relationships externally with with a range of developing regional adviser and wealth management accounts.
- Build relationships with the market described above. Ensure consistent communication on Markets and RB products and services and deal with specificenquiries on both a reactive and proactive basis.
- Solely manage growth accounts from the region as well as supporting the BDDs in your region with wider sales and relationship tasks
- Coordinate regional data with BDDs
- Devise, action and review a sales strategy and Business Plan for your defined client market that supports the Business Plan.
- Proactively follow-up and support sales activities generated by BDDs in region
- Plan, organise and conduct regular sales visits, presentations, and face to face contact to develop relationships and generate sales.
- Deliver an agreed level of new business in line with the team sales target.
- Build appropriate internal relationships with key stakeholders to facilitate external introductions whereappropriate.
- Provide market feedback from key accounts to the business. And communicate client panel and preferences for internal and national coordination.
Knowledge, Skills and Experience
- Detailed understanding of the products and services RB provide
- Strong time management and prioritisation skills
- Ability to develop & maintain positive working relationships.
- Strong communicator and able to build and maintain good internaland external relationships.
- Systems competence – demonstrates competence in using Company systems
- Solid understanding of the regulatory environment in which we operate
- Strong investment understanding across a range of solutions, including asset management and DFM solutions
- Have experience working in a similar role in Financial Services, the Investment orWealthManagement industry
- Hold IMC qualification
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need.
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Business Development Manager, Scotland employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager, Scotland
✨Tip Number 1
Network with professionals in the wealth management and financial services sectors. Attend industry events, webinars, or local meetups in Scotland to connect with potential colleagues and clients. Building these relationships can give you insights into the company culture and expectations.
✨Tip Number 2
Familiarise yourself with Rathbones' products and services. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the role. Consider how you can leverage this knowledge to develop sales strategies tailored to their client base.
✨Tip Number 3
Prepare for the interview by practising your communication skills. As a Business Development Manager, you'll need to convey complex information clearly and build relationships quickly. Role-play scenarios with a friend or mentor to enhance your confidence and delivery.
✨Tip Number 4
Research the regulatory environment in which Rathbones operates. Being knowledgeable about compliance and regulations in the investment and wealth management industry will set you apart as a candidate who understands the challenges and responsibilities of the role.
We think you need these skills to ace Business Development Manager, Scotland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development and the financial services sector. Emphasise your ability to build relationships and meet sales targets, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for responsible wealth management and how your values align with Rathbones'. Mention specific examples of how you've successfully developed client relationships and achieved sales goals in previous roles.
Showcase Relevant Skills: Highlight your strong communication skills and time management abilities. Provide examples of how you've effectively used these skills in past positions, particularly in a sales or client-facing context.
Research the Company: Familiarise yourself with Rathbones' products, services, and their commitment to responsible investing. This knowledge will help you tailor your application and demonstrate your genuine interest in the company during the selection process.
How to prepare for a job interview at Rathbone Brothers
✨Understand the Company Values
Before your interview, make sure you understand Rathbones' commitment to responsible investing and client service. Be prepared to discuss how your values align with theirs and provide examples of how you've demonstrated similar principles in your previous roles.
✨Showcase Your Relationship-Building Skills
As a Business Development Manager, you'll need to develop strong relationships with clients. Prepare specific examples of how you've successfully built and maintained relationships in the past, particularly in the financial services or wealth management sectors.
✨Demonstrate Market Knowledge
Familiarise yourself with the current trends in the investment and wealth management industry. Be ready to discuss how these trends could impact Rathbones and how you can contribute to their growth strategy in Scotland.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and strategic thinking. Think of scenarios where you've had to devise and implement a sales strategy or overcome challenges in client management, and be ready to share those experiences.
